News

15
Jun

3 Ways to Prepare Your Dad for Retirement this Father’s Day

3 Ways to Prepare Your Dad for Retirement this Father’s Day Although most people know it’s never too early to start planning for retirement, many Americans aren’t truly prepared, and there are many supporting statistics from the Indexed Annuity Leadership Council’s (IALC) data: One in four baby boomers (think: your dad) have less than $5,000 saved for retirement More than 40

Read more

15
Jun

Rebalancing Frequency

Rebalancing Frequency Almost everyone agrees that rebalancing your portfolio is one of the keys to having a successful investment outcome. We know that your asset allocation determines how your portfolio will perform. Successful investors spend a lot of time determining what they want to include in their portfolios, and how they want to spread out their assets. Once you put

Read more

11
Jun

Test Your #AnnuityAwareness This June

Test Your #AnnuityAwareness This June June is National Annuity Awareness Month. This means it is a great time to spread your #AnnuityAwareness. You can start by educating yourself on fixed indexed annuities (FIAs) and all the benefits of this retirement vehicle. FIAs are becoming more mainstream in retirement planning. In fact, our new data on the state of America’s workforce found pre-retirees

Read more

WordPress Lightbox Plugin