News

1
Aug

Tips for Back to School Season

Tips for Back to School Season Although it’s not even August yet, storefronts and businesses are beginning to advertise what some kids dread, and others cherish, back to school time. In a report from Huntington Bank Backpack Index, school supplies have increased a whopping 88% since 2007. With this statistic, here are 3 tips to consider for this back to

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26
Jul

The Secret to Generating Lifetime Income

The Secret to Generating Lifetime Income Different generations tend to save in different ways. Whether its hiding cash in old bed frames or tracking expenses on a smartphone in real-time, everyone has their own approach. Regardless of how people save, it is clear Americans share a common interest when it comes to retirement: financial freedom. There are numerous ways to

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20
Jul

What Makes the Markets Move

What Makes the Markets Move Financial markets are constantly on the move, and those moves can have serious implications for what your retirement will look like. Still, most people don’t really have any clue as to why the markets move the way they do. They see it as some dark alchemy, or at best, essentially random. In the long run,

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20
Jul

Are Municipal Bonds Right for You?

Are Municipal Bonds Right for You? No one likes paying taxes. We all want to minimize the amount of taxes that we owe, so we’re always looking for any tips and tricks we can find. Municipal bonds, or munis, often seem like a great solution since they’re billed as being tax free (which we’ll talk about in a bit). Unfortunately,

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16
Jul

Celebrate Financial Freedom with Fixed Indexed Annuities

Celebrate Financial Freedom with Fixed Indexed Annuities The Fourth of July may be over, but your financial freedom never has to end, and with the right retirement vehicles in your financial portfolio, it doesn’t have to. In fact, there are many ways retirement can increase financial freedom and ensure security by providing a guaranteed lifetime income stream. For example, a fixed indexed

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10
Jul

2018 – Q2 Quarterly Market Review

2018 – Q2 Quarterly Market Review 2017 – Q2 Quarterly Market Review Source: Retirement Researcher 2018 – Q2 Quarterly Market Review

6
Jul

Occam’s – Handle with CARE: 5 Years Before Retirement

Occam’s – Handle with CARE: 5 Years Before Retirement The appeal of market timing is obvious. Who wouldn’t want to get in and out of the market at the best time every time? We’ve talked a lot about market timing in the past – timing risk premiums, trying to time the markets on a daily basis, and the importance of

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2
Jul

Tips for Summer Travel

Tips for Summer Travel Are you planning to get away from the normal this summer? According to AAA, so is about 35% of Americans. With vacation season in its prime, businesses everywhere are hiking prices and fees in anticipation for a busy season. With this, here are 5 quick tips to save money on your summer travel. Strategically plan your

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22
Jun

IALC Testifies to Include Lifetime Income Features in ERISA Retirement Plans

IALC Testifies to Include Lifetime Income Features in ERISA Retirement Plans The Department of Labor’s (DOL) ERISA Advisory Council, a group that sets the standards for the most established pension plans in the private sector, held hearings June 19-21 to revisit ERISA regulations and discuss the need for protecting retirement savers against the risk of outliving their savings. Elizabeth MacGowan,

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15
Jun

3 Ways to Prepare Your Dad for Retirement this Father’s Day

3 Ways to Prepare Your Dad for Retirement this Father’s Day Although most people know it’s never too early to start planning for retirement, many Americans aren’t truly prepared, and there are many supporting statistics from the Indexed Annuity Leadership Council’s (IALC) data: One in four baby boomers (think: your dad) have less than $5,000 saved for retirement More than 40

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