08/28/2022
Still think the old wisdom of the 4% safe withdrawal rule will work for you? Check out this article from JP Morgan and see why using guaranteed income and taking more risk with your remaining assets may be the smart way for your own retirement income strategy. Pay for income and Invest for Growth.
JPMorgan: Don't Withdraw More Than This Much from Your Retirement Accounts
JPMorgan Chase says ongoing inflation and an outlook for sharply lower returns for investors means that retirees should toss the long-standing 4% rule. That's the rule that says retirees can safely draw down their savings by 4% per year without … Continue reading → The post JPMorgan Says You Can...
08/03/2022
Are you planning ahead for a successful, happy life after work?
8 Ways to Achieve a Happy Retirement
Follow these steps to find purpose and retire happy.
04/08/2022
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Economist: ‘Retirement for most people is financial suicide’
Laurence Kotlikoff, author of “Money Magic: An Economist's Secrets to More Money, Less Risk, and a Better Life," shares his advice for retirement planning.
03/25/2022
You might want to lock in life insurance premiums now, before they increase.
Act Now To Avoid Higher Life Insurance Rates
The pandemic decreased life expectancy, and life insurers are reacting.
03/25/2022
When looking at , you're probably familiar with the saying, "It's not timing the market that's important, it's time IN the market."
Did you know that holds true with your life insurance too?
Why You Should Opt For Life Insurance At A Young Age
You are young and carefree today, but as you grow older, your responsibilities will grow. That is a certainty. If you have children, you will have to provide for their education, your retirement as well as care for aging parents. That too, is a certainty. Keeping inflation and the improbabilities
10/11/2021
Is this you? It doesn't have to be!
Download Your Future, Stronger.
12/20/2020
More and more people are starting to understand the benefits of balancing whole life insurance and investment accounts for retirement income strategies... when positioned correctly, the two powers compliment each other.
Investing and insurance are not the same powers, and shouldn't be viewed as "one over the other" or a "better" option.
Whole Life Insurance Can Bolster Your Retirement Portfolio. Here’s How to Use It.
A growing number of researchers say whole life insurance, a form of permanent life insurance that builds cash value, can buttress investment portfolios and even boost retirement income if used correctly.
10/28/2020
Are you on track? Here's a quick list. How do you stack up?
10 Signs You’re Not Saving Enough for Retirement
Find out what you should do to have enough money to retire.
10/22/2020
Tips from one of the leaders in the Retirement Income Generation space. Great information about transitioning from saving to and spending from retirement accounts.
Don't Retire Without One
This research shows exactly WHY you need to include annuities in retirement planning and WHAT they can do for you. It's all about retirement ALPHA!