Newsletters

  • What Pre-Retirees Need to Know about Taxes

    When was the last time you met someone who actually looked forward to tax season? If the answer is, “Never,” don’t worry—you’re not alone. Tax time is both stressful and confusing for everyone. To make it a little bit easier this year, here are a few things you should know. • Your Traditional IRA contributions may not be entirely tax…

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  • The Gift of Love, the Gift of Life Insurance

    Valentine’s Day is right around the corner and that means shopping for gifts that show your love to all the important people in your life. This year, instead of buying your spouse, significant other or kids some chocolates and a card, consider securing a life insurance policy that will help them maintain their current lifestyle after you’re gone. Why You…

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  • Six Ways to Stretch Your Retirement Savings

    No one wants to think about how they’d handle a personal finance crisis after retirement, yet that was a reality for the 20 percent of seniors who outspent their retirement income in 2009, sometimes by as much as 175 percent. You don’t have to be a statistic. There are things you can do to stretch your savings while still maintaining…

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  • Maximizing Your Social Security Benefits

    Social Security might not feel like a benefit when the tax is coming out of your paycheck, but the income it provides can make a real difference once you’re finally retired. This predictable, unending income stream often helps retirees make their savings last while providing priceless peace of mind. That doesn’t mean, however, that you should take your Social Security…

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  • Using Annuity Riders to Secure Your Retirement Savings

    Most people know that annuities can be great tools for stretching retirement savings and generating returns, but a lot of people don’t realize that there are major supplementary benefits hidden in the form of annuity riders. Annuity riders are added features that can be built into your annuity contract to provide benefits ranging from income guarantees to cost-of-living increases. Each…

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