Indexed Annuity Insights
How to Transform Financial Stress into Retirement Confidence
How to Transform Financial Stress into Retirement Confidence Financial stress is the number one source of stress for employees, according to a Price Waterhouse Coopers 2019 survey. Financial matters outrank any other source of stress combined, including health and relationships. Retirement can be a key driver in that stress with nine out of 10 people reporting they don’t feel very
Financial Health Checklist
Financial Health Checklist Retirement is a stage in life that should be looked forward to and celebrated. But to get there, you have to plan accordingly. Like learning a new skill, planning for retirement is a long-term process that includes countless course corrections and practice along the way. It helps to not only have a clear goal in mind, but
This Annuity Awareness Month, Explore FIAs
This Annuity Awareness Month, Explore FIAs For nearly a decade, the month of June has served as Annuity Awareness Month, a time to help financial professionals and pre-retirees appreciate the value of a diversified retirement portfolio. During this month, organizations like IALC encourage those planning for retirement to investigate options such as fixed index annuities (FIAs), to examine how these
Father’s Day and the Gift of Retirement Readiness
Father’s Day and the Gift of Retirement Readiness Our executive director, Jim Poolman, shares his thoughts on fatherhood and retirement to celebrate Father’s Day. This weekend, millions of dads around the world will be celebrated by those who appreciate and depend on them. It’s a beautiful moment to remember not just the reward, but also the responsibility that accompanies fatherhood.
Retirement Policy Snapshot: What’s Happened So Far in 2019?
Retirement Policy Snapshot: What’s Happened So Far in 2019? This year has been an exciting time for retirement policy: Just over the horizon sit several potential updates to the laws governing how Americans plan for life after work. In May, the House of Representatives passed the most significant piece of retirement legislation in more than a decade, and currently, a
10 Myths About Annuities You Shouldn’t Believe
10 Myths About Annuities You Shouldn’t Believe While annuities have long been a viable retirement option, those new to retirement planning may discover a bit of misinformation about them. If you’re considering annuity-based products—such as fixed index annuities—as a way to boost the diversity of your retirement portfolio, it’s important to separate misconceptions from reality. Here, we’re busting 10 myths
Financial Literacy Month: Five Resources to Jumpstart Your Retirement Planning
Financial Literacy Month: Five Resources to Jumpstart Your Retirement Planning April is financial literacy month and a reminder to examine your personal finance habits. A key element of financial literacy is how well-prepared you are for retirement. Unfortunately, few Americans are looking forward their post-working years. Our 2017 survey found nearly 90 percent of us are not very confident in
Two Tax Questions to Ask Yourself About Retirement Planning
Two Tax Questions to Ask Yourself About Retirement Planning Tax Day is just around the corner, and now is a good time to review your financial habits and goals, particularly as they relate to retirement planning. This reflection is also timely because retirement preparation can have significant tax implications—ranging from whether you can deduct your account contributions to which tax
NCPW: How planning for retirement can be empowering, not frightening
NCPW: How planning for retirement can be empowering, not frightening March celebrates National Consumer Protection Week (NCPW), a time to help people understand their consumer rights and make well-informed decisions about money. No matter your age, some of the most important financial decisions you will ever make relate to retirement. With U.S. adults living longer—and thus spending more time in
National Women’s History Month and the State of Retirement Preparedness for Women
National Women’s History Month and the State of Retirement Preparedness for Women National 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 in leadership are