Retirement

Latest Articles

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  4 common reasons for selling an annuity

  Selling annuity payments is considered a last resort for most people.

  4 min read Nov 01, 2024
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  Social Security benefits in 2025: 5 big changes retirees should plan for

  The Social Security Administration announced benefit checks will rise 2.5% in 2025.

  3 min read Oct 24, 2024
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  5 popular annuity riders: How they work and costs

  An annuity rider is an optional feature that you can add to your annuity contract.

  4 min read Oct 21, 2024
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  What to do before, during and after your annuity free look period

  A free look gives extra time to review an annuity contract and revise your decision.

  6 min read Oct 21, 2024
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  Where Harris and Trump stand on Medicare and Social Security

  Social Security and Medicare act as lifelines for millions of Americans.

  8 min read Oct 10, 2024
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  9 retirement investing mistakes to avoid

  A financially secure retirement won’t just happen to you. Craft a carefully considered plan and stick to it.

  7 min read Oct 08, 2024
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  Does an annuity make sense if you don’t have a high net worth?

  Annuities come with risks, including high fees and low liquidity.

  6 min read Oct 03, 2024
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  3 simple rules to retire as a millionaire

  If you want to retire a millionaire, the first thing to know is that it’s simple but not easy.

  7 min read Oct 01, 2024
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  What is the 4% rule for retirement withdrawals?

  This rule of thumb shows how much a retiree should withdraw from their savings to live on each year.

  4 min read Sep 27, 2024
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  SEP IRA vs SIMPLE IRA: How they compare

  Here’s what you should consider when deciding between the two retirement plans.

  6 min read Sep 27, 2024