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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...

Women’s History Month and the State of Retirement Preparedness for Women

by Kenny | Mar 13, 2019 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Women’s History Month is a time to look back at the vital role women have played throughout history. In every industry, women are natural leaders and change makers – from Congress to financial services. In addition to driving change around women’s rights, many women...

How the New Political Landscape Impacts Retirement

by Kenny | Mar 6, 2019 | blog, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Last year, our study on the state of America’s workforce showed that over one-third of workers from small businesses say that their employer is “not helpful at all” in terms of retirement planning and that one in eight workers are not offered any type of retirement...

The Difference Between Annuities And Life Insurance

by Kenny | Feb 28, 2019 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Both annuities and life insurance should be considered in your long-term financial plan. While both include death benefits, you buy life insurance in the event you die too soon and an annuity in case you live too long. In other words, life insurance provides economic...
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