retired old couple on vacation

Retirement Planning for Business Owners: What You Need to Know

May 8, 2023

As a business owner, you’re likely focused on growing your business and maximizing profits. However, it’s important also to consider your retirement and plan accordingly. Retirement planning can be a complex process, but with the right strategies and guidance, you…

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What is COLA, and How Does it Affect Retirement?

August 15, 2022

The COLA on Social Security is projected to increase benefits by more than 10%. How does that affect your retirement? Inflation in the United States is at a 40-year high, and the entire country seems to be feeling the squeeze…

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Inflation as a Risk in Retirement

July 21, 2022

Inflation can be troubling, especially for those living on a fixed income. Here’s what you need to consider. Exiting the work force and beginning the next chapter of your life can be infinitely exciting. After a long career, free time…

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How Annuities Offer Protection and Growth Potential

June 14, 2022

National Annuity Awareness Month is upon us! Let’s go over how annuities can be an important part of a retirement plan. June is National Annuity Awareness Month, giving us the perfect reason to discuss how they can positively impact your…

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Are You Retiring Within the Next 5 Years

April 14, 2022

What to focus on as the transition approaches You can prepare for the transition years in advance. In doing so, you may be better equipped to manage anything unexpected that may come your way. How much monthly income will you need? Unfortunately,…

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How Big Events Like Ukraine Can Impact Your Retirement

March 16, 2022

World events can impact your retirement, but you can be prepared! The past few years have shown us that big world events can impact our lives at any moment. Sometimes we see them coming. Other times, we don’t have the…

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block numbers arranged to form 2022

Your Year-End Financial Checklist

December 28, 2021

The end of the year can help remind us of last-minute things we need to address as well as the goals we want to pursue and get serious about. To that end, here are some aspects of your financial life…

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closeup shot of Social Security Documents

The Latest Facts About Social Security

November 30, 2021

On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022, the largest increase in four decades. This adjustment will begin with benefits payable to more…

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lost and found written on blackboard

What To Do If You’ve Lost a Retirement Account

November 1, 2021

A recent study found that the problem of “forgotten 401(k)” and pension accounts is widespread, and amounts to approximately 24 million accounts containing $1.35 trillion in assets. The issue is so big that Congress is considering creating a national online “lost-and-found” database…

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Annuity word is seen through a magnifying glass

It’s Annuity Awareness Month. How much do you know about annuities?

June 24, 2021

Because June is Annuity Awareness Month, here is an overview about them. Annuity product designs and types continue to evolve, primarily to meet the demands of people nearing retirement. In addition to their original purpose of providing retirement income, insurance…

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