How to Handle the New Medicare Tax
Here's how you can find your footing in a sea of new rules and regulations.
Retirement Income With Fixed Indexed Annuities
Annuities are contracts that are purchased by investors from insurance companies in exchange for promise of future payment. There are several types of annuities which exist, including variable, fixed, deferred, immediate, and indexed. Indexed annuities, the topic of this post are a type of annuity that grows at the greater of a) an annual, guaranteed …
Am I on Track For Retirement?
Aside from What is the market going to do, this is the question I get asked most as a financial advisor. One of my favorites ways to answer this question is a technique that I read about in Your Money Ratios: 8 Simple Tools for Financial Security, a book by Charles Farrell. In his book, …
Free Workshop: Retirement Income Planning
This retirement planning workshop will help you determine if you are on track with your savings, plus how to convert your savings to an income stream.
6 Issues Impacting Retirement
Let's uncover the most important — and most common — risks that can prevent you from having a successful retirement.