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Income Planning
Opinion: Buying this annuity guarantees that you’ll lose out on big money
Is buying life insurance a lousy investment? It might be. But there’s something even worse: qualified longevity annuity contracts (QLACs). These annuity contracts offer guaranteed income but with a twist.…
Read MoreFive Common Retirement Mistakes and How to Avoid Them
Are Your Financial Perceptions Skewed? Help Avoid Common Pitfalls. Relying solely on tax-deferred accounts or anticipating unattainable market gains? Guard against these and other misconceptions to help safeguard your long-term…
Read MoreTo Create a Happy Retirement, Start With the Three Ps
As retirement approaches, the anticipation of newfound freedom and a life of fulfillment takes center stage. Retirement opens the door to a multitude of possibilities and opportunities for personal growth…
Read More4 Steps for Managing Income Withdrawals in Retirement
While saving and investing is an important part of a financial plan, strategically withdrawing from your investments will have an even larger impact on your overall portfolio longevity. See these…
Read MoreA Kiplinger-ATHENE Poll: Retirees Are Worried About Money
Market volatility is concerning for everyone but especially those who are reaching retirement age. With rising interest rates, inflation, and the possibility of a recession on the horizon many retirees…
Read MoreWant to retire early? Answer 1 question first, says financial planner
We all dream about having an early retirement, and for some people that dream can be a reality. In this article, you’ll see the 4 pillars of how to meet…
Read MoreFor Sustainable Retirement Income, You Need These 5 Building Blocks
You may have all the pieces for a great retirement plan, but what if you don’t put them together correctly? In this article by Kiplinger, learn about the five building…
Read MoreMake These 6 Savvy Retirement Moves and You’ll Be Cooking with Gas
Retirement planning can be much more exciting when you have a financial plan in place to get you to your goals. Here are a few tips by Motley Fools that…
Read More5 savings mistakes people make when building their financial life
Originally appearing in CNN Business, this article discusses the five most common mistakes young adults make when starting out their financial lives. Enjoy this complimentary download: By submitting your…
Read MoreSocial Security Retirement Earnings Test: Here’s How It Works
The Social Security earnings test is for those who are earning an income but choose to collect Social Security benefits before full retirement age. Learn how the earnings test works…
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