Split Annuity Strategy

Split Annuity Strategy

Split Annuity Strategy Here’s one strategy that combines two different annuities to generate income and rebuild principal. When financial markets turn volatile, some investors show their frustration by fleeing the markets in search of alternatives that are...
Conquering Retirement Challenges for Women

Conquering Retirement Challenges for Women

Conquering Retirement Challenges for Women When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that women typically live longer than men, retirement money for women may need to stretch even further.1...
A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position...
Monthly Memberships

Monthly Memberships

Monthly Memberships In the last few years, we’ve become accustomed to many convenient services, many offered via subscriptions. Now, in the old days, if you had a few magazines or newspapers stacked up, you might not pay to continue your service. Today’s subscriptions...
Mortgages in Retirement

Mortgages in Retirement

Mortgages in Retirement Anyone who has gone through the process of mapping out their retirement knows there can be a lot to keep in mind. Saving, investing, anticipating medical costs, and making sure you have enough tucked away for years to come is just the start....
Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel. Still others plan to spend more time with family and friends. With that in mind, here are some things to consider....