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As baby boomers hit ‘peak 65’ this year, what the retirement age should be is up for debate

As baby boomers hit ‘peak 65’ this year, what the retirement age should be is up for debate

by Kenny | Mar 1, 2024 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

KEY POINTS More Americans are expected to turn 65 through 2027 than in any time in history. Despite the ‘silver tsunami,’ the correct age to retire is still in question. A fight is brewing in Washington over whether the mandatory retirement age for airline pilots...
Can Remote Work Get You a Head Start on Retirement?

Can Remote Work Get You a Head Start on Retirement?

by Kenny | Feb 15, 2024 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

If you have a dream destination in mind, careful planning and a willing boss could help you make the move ahead of schedule Rob Nehrbas was winding up his career as an executive at an Arizona-based laser device company he’d sold to a bigger competitor when he realized...
10 Things You Need to Know Before Filing Your Tax Return

10 Things You Need to Know Before Filing Your Tax Return

by Kenny | Feb 7, 2024 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Get that 2023 refund fast and keep it safe from fraudsters Financial advisers usually tell you that it’s bad to get a big tax refund. A refund, after all, is money you paid the government that you didn’t owe. You could have used that money during the tax year instead...
5 Reasons To Buy an Annuity

5 Reasons To Buy an Annuity

by Kenny | Feb 1, 2024 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

A few reasons to consider buying an annuity include the tax advantages, income for life and customization options for added benefits. The Annuity.org editorial team interviewed annuity buyers and financial experts to understand the best reasons to purchase one and how...
Five Things I Wish I’d Known Before I Retired

Five Things I Wish I’d Known Before I Retired

by Kenny | Jan 25, 2024 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Not only can these insights save you a boatload of stress later in life, but they can help ensure that you have a happy retirement. Planning for retirement is tricky. There can be a lot of uncertainty involved. You try to make good decisions with the information you...
6 Reasons Annuities Should Be Part of Your Retirement Plan in 2024

6 Reasons Annuities Should Be Part of Your Retirement Plan in 2024

by Kenny | Jan 19, 2024 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

When setting up your financial retirement plan, you’ll likely consider various options for how you plan on covering the bills in your golden years. With soaring inflation and aggressive rate hikes from the Fed, annuities have become more popular recently, as those...
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