by Kenny | May 17, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
After one year of retirement, here’s what you need to do. Once you get through the first year of retirement, you probably think you can coast for the next 30 years. That’s not necessarily true. This is not the time to get comfortable. Things are never that... by Kenny | May 10, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Recently, an esteemed group of experts in business and finance, economists and education, convened in Washington, D.C. along with our Executive Director Jim Poolman and editors from The Atlantic for a roundtable dinner to talk about the reality of retirement readiness... by Kenny | May 8, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
This week the Indexed Annuity Leadership Council (IALC) released The State of America’s Workforce: The Reality of Retirement Readiness study and corresponding white paper, which found retirement readiness is influenced by two key factors: the industry you are in and... by Kenny | Apr 25, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Heavy Reliance on Social Security for Income Stream, A Solution Provides Guaranteed Lifetime Income The story of saving for retirement today has two key factors: the industry you are in and your company size. Newly released retirement-readiness scores show workers in... by Kenny | Apr 19, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
April is National Financial Literacy Month and a perfect time to increase your financial literacy, while establishing and maintaining healthy money and finance habits. One way you can become financially savvy is by getting advice from financial professionals.... by Kenny | Apr 13, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Now that the Powerball winner has come forward to claim her prize of $758 million (before taxes), you can’t turn on the television or radio without hearing the word “annuity.” The winner of the lottery had a very important choice to make: to take an after-tax lump sum...