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How to survive inflation and save money for a car, home and other big purchases

by Kenny | Mar 24, 2022 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

It hasn’t been an easy couple of months for savers. At the height of the pandemic in April 2020, Americans’ personal savings rate – the portion of monthly income that households are socking away – hit a record 33.8%. Now that rate hovers around 6.4%, which is below...

What Every Retirement Saver Needs to Know About 2022

by Kenny | Mar 18, 2022 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Changes in contribution limits, taxes, Social Security benefits, Medicare premiums and more We all get sentimental from time to time, but unless you hit the lottery or found true love, you probably won’t be looking back on 2021 all too fondly. The COVID-19...

2022: The Year Consumers Discover Annuities

by Kenny | Mar 10, 2022 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

What You Need to Know The government is confusing. Stock market gains are high, for now. The Secure Act is turning employer-sponsored retirement plans into income-planning educators. Have you ever experienced the solution to a problem being in plain sight, only to...

How to Retire Like a Millionaire with $500,000

by Kenny | Mar 2, 2022 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

As volatility creeps back into the marketplace the need for the guarantees that only annuities provide is only going to increase. Retire with $500,000 but Spend Like a Millionaire Inflation (CPI) went up 7 percent in 2021, the highest annual inflation increase since...

Social Security retirement age stops changing in 2022: What to know

by Kenny | Feb 25, 2022 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

New full retirement age is 67 for anyone born after 1960 There is good and bad news for older Americans: The Social Security full retirement age increased again in 2022 for some individuals – but it marks the last year that the age will change. The full retirement age...

22 Uses for Annuities in 2022

by Kenny | Feb 21, 2022 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

As we head toward 2022 and see more Americans reaching their mid- to late 60s, it is a great time to revisit how annuity products can be used to meet consumer financial challenges. In anticipation of the new year, here are 22 ideas on how consumers can use annuity...
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