Indexed Annuity Insights

10
Apr

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

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18
Mar

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

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8
Mar

Women and Financial Planning

Women and Financial Planning This year’s International Women’s Day campaign theme is #BalanceforBetter, “Think equal, build smart, innovate for change”.  It is a time to applaud the progress of women’s achievements around the world. However, even with incredible progress, women face unique circumstances when approaching retirement. Women Live Longer Than Men Because women tend to live longer than men, they

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7
Mar

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

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28
Feb

How the New Political Landscape Impacts Retirement

How the New Political Landscape Impacts Retirement Last year, our study on America’s workforce showed that over one-third of workers from small businesses say that their employer is “not helpful at all” in terms of retirement planning and that one in eight workers are not offered any type of retirement plan from their employer. This leads to retiring later and

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14
Feb

Love Retirement & Spread #annuitylove

Love Retirement & Spread #annuitylove Valentine’s Day is the celebration of love around the world. It is a chance to celebrate the joy found in companionship, in a family, in friendship, a social group, or even retirement. Retirement is a well-deserved reward after years of hard work in the workforce. Everyone’s idea of retirement is different. Some are most looking

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1
Feb

Stock Market Uncertainty? A Fixed Indexed Annuity Can Help Put You at Ease

Stock Market Uncertainty? A Fixed Indexed Annuity Can Help Put You at Ease A crystal ball into the investing world – wouldn’t that be useful! Unfortunately, predicting market performance to-a-t is not exactly possible. When markets experience downs, it is important to ask yourself: What can I do to help protect my savings and ensure future gains? Market Uncertainty Heightens

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29
Jan

The Benefits of Filing Taxes Early

The Benefits of Filing Taxes Early Tax season has officially started and if you’re an early bird looking ahead to April, you might have already started filing your 2018 taxes. Regardless where you are in the process, here are a few tips to keep in mind for tax season this year. Taxes in retirement are not exactly the same as

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25
Jan

3 Trends Changing the Retirement Landscape in 2019

3 Trends Changing the Retirement Landscape in 2019 The last two decades mark a distinct time of change. Over the years, we’ve seen how medical advancements have altered the healthcare industry and how shifts in technology impacted our ability to be successful in the workplace. Among these evolving factors, it’s no surprise that the retirement landscape has also changed from

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11
Jan

Occam’s – Should You Try Timing to Avoid Bad Markets?

Occam’s – Should You Try Timing to Avoid Bad Markets? Everyone likes the markets when stocks are going up. We’re all getting the returns that we are “supposed” to be receiving for putting our money at risk. Naturally, we aren’t big fans of the market when stocks start falling. Unfortunately, stocks are “supposed” to go up and down – a

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