News

Diversifying Beyond the Market: Why Investors Are Purchasing Annuities in 2025

2025-07-03T14:59:36+00:00

Annuities have emerged as a suitable insurance product for many in recent years. 2025 has been particularly pivotal, with a significant rise in individuals purchasing annuities. This article explores this [...]

Diversifying Beyond the Market: Why Investors Are Purchasing Annuities in 20252025-07-03T14:59:36+00:00

Hot Weather, Cool Tax Tips: Mid-Year Moves to Maximize 2025 Tax Deductions

2025-07-03T14:59:14+00:00

As the hot weather kicks in this summer, now is an opportune time to explore proactive tax strategies that can help manage your 2025 tax liabilities and lead to a [...]

Hot Weather, Cool Tax Tips: Mid-Year Moves to Maximize 2025 Tax Deductions2025-07-03T14:59:14+00:00

Sizzling Summer Retirement Savings: How Deferred Annuities Can Help Keep Your Retirement Plans Cool

2025-05-27T17:33:19+00:00

While enjoying the sunny days of summer, why not take a moment to consider how deferred annuities can help keep your retirement savings plans cool? These insurance products can add [...]

Sizzling Summer Retirement Savings: How Deferred Annuities Can Help Keep Your Retirement Plans Cool2025-05-27T17:33:19+00:00

Don’t Let Your Benefits Melt Away: Avoiding Common Social Security Mistakes This Summer

2025-05-27T17:30:52+00:00

Navigating the intricacies of Social Security retirement benefits can be challenging, especially as summer approaches and many retirees consider making significant lifestyle changes. Whether planning to travel, relocating, or enjoy [...]

Don’t Let Your Benefits Melt Away: Avoiding Common Social Security Mistakes This Summer2025-05-27T17:30:52+00:00

Retire Like You’re on Permanent Vacation: How to Build A Summer-Inspired Plan for Retirement

2025-05-27T17:29:32+00:00

Retirement is a period of life during which one enjoys the fruits of one’s years of labor. It’s an opportunity to enjoy a permanent vacation, soaking in the sun, and [...]

Retire Like You’re on Permanent Vacation: How to Build A Summer-Inspired Plan for Retirement2025-05-27T17:29:32+00:00

Sustainable Futures: Planning Long-Term Care with the Environment- and Your Finances-in Mind

2025-05-27T17:29:09+00:00

As we age, planning for long-term care (LTC) becomes a critical aspect of our lives. This type of care, typically provided in nursing homes, assisted living facilities, or at home, [...]

Sustainable Futures: Planning Long-Term Care with the Environment- and Your Finances-in Mind2025-05-27T17:29:09+00:00

Maximizing Social Security Retirement Benefits: Strategies for a Larger Payout

2025-05-02T15:24:06+00:00

Social Security is essential to many Americans’ retirement income, functioning as a safety net for those who have retired. Maximizing your Social Security benefits for larger payouts requires strategic planning [...]

Maximizing Social Security Retirement Benefits: Strategies for a Larger Payout2025-05-02T15:24:06+00:00

Long-Term Care Insurance: Is It a Smart Investment for You?

2025-05-02T15:22:54+00:00

The topic of long-term care (LTC) insurance frequently arises for those planning for their retirement. The escalating costs of healthcare, coupled with the uncertainties of future medical requirements, make it [...]

Long-Term Care Insurance: Is It a Smart Investment for You?2025-05-02T15:22:54+00:00

5 Ways to Use Annuities for More Predictable Retirement Income

2025-05-02T15:22:37+00:00

One of the primary concerns for retirees is having enough predictable retirement income to cover their living expenses once they are retired. Due to the unpredictability of market returns and [...]

5 Ways to Use Annuities for More Predictable Retirement Income2025-05-02T15:22:37+00:00