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10 Myths About Annuities You Shouldn’t Believe

by Kenny | May 15, 2019 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

While annuities have long been a viable retirement option, those new to retirement planning may discover a bit of misinformation about them. If you’re considering annuity-based products—such as fixed index annuities—as a way to boost the diversity of your retirement...

Baby Boomer Retirement Trends: Transportation & Health Care

by Kenny | May 8, 2019 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Droves of retiring baby boomers are driving change in late-life transportation and travel. Health care and technology innovations are helping retirees enjoy active lifestyles. Today, boomers are the longest living generation in history and remain at the forefront of...

New Research from Principal Shows Annuities Improve Retirement Outcomes

by Kenny | May 1, 2019 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

10,000 simulations highlight impact of guaranteed income for retirees “If the hard numbers and math don’t convince you, then take it right from the source. Retirees who had purchased an annuity are more confident than those without one” The research looked at how...

Financial Literacy Month: Five Resources to Jumpstart Your Retirement Planning

by Kenny | Apr 24, 2019 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

April is Financial Literacy Month and a reminder to examine your personal finance habits. A key element of financial literacy is how well-prepared you are for retirement. Unfortunately, few Americans are looking forward their post-working years. Our 2017 survey found...

Annuities: Why You Need To Know How They Work

by Kenny | Apr 16, 2019 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

You need to know how they work, because many financial planners recommend them to their clients for retirement planning purposes. In fact, one study shows that almost 90 % of planners recommend them. Does that mean you need them? Well, you can decide if you do, and if...

Two Tax Questions to Ask Yourself About Retirement Planning

by Kenny | Apr 11, 2019 | blog, Financial, Financial Services Newsletter, Weekly Article, Weekly Newsletter

Tax Day is just around the corner, and now is a good time to review your financial habits and goals, particularly as they relate to retirement planning. This reflection is also timely because retirement preparation can have significant tax implications—ranging from...
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