-
Retirement Made Safe -
For Responsive Support and Answers
Toll-Free: 877.476.9723
Recent Retirement Articles
-
Questions to Ask Your Financial Advisor About Retirement
in Retirement Planning on January 12, 2022As you near retirement, it’s important to talk to your financial advisor about retirement. After...Read More -
Medicare 101 – Understanding the Basics
in Medicare on January 5, 2022If you are 65 years old or older, then you are eligible to enroll in...Read More -
Is a Survivor Annuity Death Benefit Taxable?
in Annuity on December 28, 2021You may have heard of annuities and how they are the only thing besides Social...Read More -
Capital Preservation and Why It Matters
in Retirement Planning on December 16, 2021You may have heard of capital preservation strategies at some point or another when planning...Read More -
A Guide to Different Types of Trusts and Understanding Them
in Estate Planning on December 8, 2021If you are at or near retirement, then you probably have thought somewhat about your...Read More -
What Is a Wealth Transfer?
in Estate Planning on December 1, 2021When thinking about retirement, it’s common to ponder about how we will want to leave...Read More -
Social Security Claiming Strategies
in Social Security on November 10, 2021Are you trying to decide when to start drawing on your Social Security benefits? Knowing...Read More -
Social Security Will Get a Boost of 5.9% for 2022
in Social Security on November 2, 2021What sort of increase in Social Security benefits will benefits recipients see for 2022? The...Read More
Learn & Plan for Uncertainty
Learn about costly retirement pitfalls posed by today’s economy and how you can plan to retire with confidence.
Annuities Fully Explained
Money for Life Roadmap
Learn safe money strategies to maximize spendable income and protect money from market downturns.
Newsletter Signup
Essential Topics
Annuity THE 5 TYPES OF ANNUITIES: What they do, how they work and why you may need one in your portfolio.
Guaranteed Lifetime IncomeANNUITIES ARE THE ONLY WAY TO GUARANTEE LIFETIME INCOME: Understand the differences and buy the right annuity.
Life Insurance UNDERSTAND THE BASICS: What you have and what you may need. TERM OR PERM?
Required Minimum Distribution When do you have to start these IRS mandated minimum withdrawals and what are the penalties for not making them?
Retirement Planning FIRST STEPS TO RETIREMENT PLANNING: How to plan and how to stay retired.
Estate Planning UNDERSTAND THE BASICS: One of the most significant factors that you should consider when designing an estate plan is TAXES.
Safe Money Alternatives Are you worried about how much of your money is at risk? Learn about some alternatives for your hard-earned dollars.
Annuity Alert! Not all annuities are created equal. Nor is everyone offering them always forthcoming in how they market and promote them.
Independent Wealth Planners Found Here
