Indexed Annuity Insights

10
Sep

The Art of Disciplined Investing

The Art of Disciplined Investing Often the least sexy advice is the right advice. It’s not exciting, but it will accomplish your goals. This goes for investing, too. Think of your portfolio as a farm. You’ll have good years and bad years, but if you focus on the important parts and don’t let yourself get distracted, you’ll reap the rewards

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5
Sep

What’s Really Going to Happen When Social Security Runs Out of Money

What’s Really Going to Happen When Social Security Runs Out of Money One of the hottest topics in retirement income planning over the past several years has been how to help individuals strategize on their Social Security claiming decisions. Source: Retirement Researcher What’s Really Going to Happen When Social Security Runs Out of Money

31
Aug

Are the Markets New Highs the Current Worry?

Are the Markets New Highs the Current Worry? There are a handful of times a year when certain events precipitate a market drop. So much so, that we feel it is helpful to provide perspective on why investing in the stock market is a great way to help you build your asset base so when you retire you can better

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21
Aug

Frequently Asked Medicare Questions

Frequently Asked Medicare Questions We get a lot of questions from clients and non-clients about what Medicare is and what it covers. Here are our answers to the Medicare questions we get the most. What is the difference between Medicaid and Medicare? Medicare is a federally funded health insurance program. The program primarily covers people who are either age sixty-five

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8
Aug

3 Ways To Celebrate National Dollar Day While Preparing For Your Golden Years

3 Ways To Celebrate National Dollar Day While Preparing For Your Golden Years With pennies in your back pocket and dollars in the couch, money may seem like it’s virtually everywhere. But, do you know when this phenomenon first began? In 1786, 232 years ago today, Congress established the U.S. monetary system. However, the first U.S. dollar was not printed

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26
Jul

The Secret to Generating Lifetime Income

The Secret to Generating Lifetime Income Different generations tend to save in different ways. Whether its hiding cash in old bed frames or tracking expenses on a smartphone in real-time, everyone has their own approach. Regardless of how people save, it is clear Americans share a common interest when it comes to retirement: financial freedom. There are numerous ways to

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20
Jul

Are Municipal Bonds Right for You?

Are Municipal Bonds Right for You? No one likes paying taxes. We all want to minimize the amount of taxes that we owe, so we’re always looking for any tips and tricks we can find. Municipal bonds, or munis, often seem like a great solution since they’re billed as being tax free (which we’ll talk about in a bit). Unfortunately,

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16
Jul

Celebrate Financial Freedom with Fixed Indexed Annuities

Celebrate Financial Freedom with Fixed Indexed Annuities The Fourth of July may be over, but your financial freedom never has to end, and with the right retirement vehicles in your financial portfolio, it doesn’t have to. In fact, there are many ways retirement can increase financial freedom and ensure security by providing a guaranteed lifetime income stream. For example, a fixed indexed

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10
Jul

2018 – Q2 Quarterly Market Review

2018 – Q2 Quarterly Market Review 2017 – Q2 Quarterly Market Review Source: Retirement Researcher 2018 – Q2 Quarterly Market Review

6
Jul

Occam’s – Handle with CARE: 5 Years Before Retirement

Occam’s – Handle with CARE: 5 Years Before Retirement The appeal of market timing is obvious. Who wouldn’t want to get in and out of the market at the best time every time? We’ve talked a lot about market timing in the past – timing risk premiums, trying to time the markets on a daily basis, and the importance of

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