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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...

Pre-Retirement Checklist: Tips for How to Prepare for Retirement

by Kenny | Apr 4, 2019 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Get tips on what to do if you’re 10, 5 or 1 year out from retirement. What is your current retirement outlook? If you’re 10 years or less from retirement, does getting everything in order seem like too much to process? Do you know where to even start? According...

Why It’s Different for Women in Retirement: Three Retirement Saving Factors

by Kenny | Mar 27, 2019 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

While a women-led revolution plays out in the American workplace, the retirement landscape is still evolving. In the second half of the 20th Century, women’s participation in the workforce rose from 29.6 percent to 46.5 percent.1Among those age 25 to 34, during that...

NCPW: How planning for retirement can be empowering, not frightening

by Kenny | Mar 21, 2019 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

March celebrates National Consumer Protection Week (NCPW), a time to help people understand their consumer rights and make well-informed decisions about money and saving for their retirement. No matter your age, some of the most important financial decisions relate to...
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