Blog
Layin’ It on the Line: Why retirees are moving to fixed index annuities in 2025
Retirement planning has evolved, and in 2025, more retirees than ever are turning to fixed index annuities, or FIAs, to protect their savings while securing a steady income. With market uncertainty, inflation concerns, and longevity risks on the rise, FIAs offer a...
From College Acceptances to Affordability: Considerations for Families in the Final Stretch
April is a pivotal time in the college admissions process. After years of preparation, saving, and investing—not to mention the countless hours spent on exam prep, campus visits, and perfecting applications and essays—the finish line is in sight. For families with...
Spring Into Financial Wellness: Actionable Steps for Financial Literacy Month
April isn’t just about filing taxes—it’s also Financial Literacy Month, a perfect opportunity to reflect on your financial habits, expand your knowledge, and take meaningful steps toward improving your financial well-being. Whether building your first budget,...
10 Things You Can Do Now to Help Simplify Your Estate for Your Heirs
One of the greatest gifts you can give your loved ones is a thoughtful estate strategy that outlines your wishes after you are gone. Discussing estate details with your team of professionals is another way to help manage your legacy and final wishes. As financial...
The Evolving Role of Women in Family Finances
March is Women’s History Month, and according to a recent survey, 49% of women consider themselves to be the chief financial officer of their households, up from 41% in 2021.1 Those numbers are even more impressive when you consider that until 1974, a married woman...
Don’t Leave Money Behind: Finding Your Missing 401(k)s
You've worked hard throughout your life to build assets to support your retirement. As financial professionals, one of the most critical functions we provide is helping clients determine their retirement income needs and structuring a withdrawal strategy that works...
Tax season brings a new wave of identity theft risks
Tax season brings a new wave of identity theft risks, with criminals ready to exploit your personal data to file fraudulent tax returns in your name. Imagine the shock of discovering that a criminal beat you to filing your taxes—potentially reaping your refund or...
10 Facts You May Not Know About Social Security
Social Security is often misunderstood or underestimated in retirement strategy. However, as financial professionals, we've seen how it can play a crucial role in our clients' overall financial strategy, regardless of their income level or net worth. This program...
Innovative New Year’s Resolutions: Financial and Personal Growth Strategies for 2025
Looks like New Year's resolutions are still going strong in 2024! A recent Pew survey found that about a third of Americans kicked off the year with at least one resolution, and many people actually went for multiple goals. It's especially popular with the younger...
Will your money last as long as you do?
Don’t let a lack of income derail your retirement!
In This Free Guide, You’ll Learn…
How an experienced financial professional can help you address you “what ifs” about retirement.
In 1984, the average American household spent $2,500 per person annually on health care. In 2018, that number was $5,000. That means costs are 100% higher than they were in 1984.
The right questions to ask about retirement, like: “How do I make sure my money lasts?” and “How do I cover all my expenses?”
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