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Recent Retirement Articles
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Dividend Paying Whole Life Insurance: How Does It Work?
in Life Insurance on March 27, 2023If you are exploring ways to protect your family’s financial well-being, you may have come...Read More -
How Does a 401(a) Plan Work?
in 401(a) on March 16, 2023Do you have a 401(a) plan at work for saving for retirement? What is it,...Read More -
25x Retirement Rule: How Does It Work?
in Retirement Planning on March 8, 2023You may be familiar with the Rule of 25x as a method for estimating how...Read More -
What Is a Cap Rate and How Does It Work in an Annuity?
in Annuity on March 2, 2023An annuity cap rate is the uppermost limit on how much a fixed index annuity...Read More -
What Is the Participation Rate in an Annuity?
in Annuity on February 23, 2023In a nutshell, the participation rate in an annuity is the portion of the gain...Read More -
24 Retirement Planning Mistakes That Cost You Big Time
in Retirement Planning on February 17, 2023When it comes to saving and planning for retirement, there are several mistakes that can...Read More -
Is Dave Ramsey Wrong on Annuities?
in Annuity on February 9, 2023Among financial pundits today, Dave Ramsey certainly has a large following and has helped people...Read More -
What Happens to an Annuity if the Stock Market Crashes?
in Annuity on February 2, 2023Nobody can ever predict what the stock market will do in the future. If you...Read More
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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
