How to Find Serenity Despite Retirement Uncertainty
“How can I feel fine?” That’s what Julie Elman, from Ohio, wants to know. Julie is 57, retirementis right around the corner, and she’s worried. Despite doing “all the right things,” whenever she spends time reviewing her financial situation, Julie never, ever feels...
read morePutting Strings on What You Leave Your Children
How to protect beneficiaries from themselves. Billionaire Warren Buffett was famously quoted as saying that when it came to leaving your children money, the sweet spot is “enough money so that they would feel they could do anything, but not so much that they could do...
read more3 SIMPLE WAYS TO SAVE FOR RETIREMENT
Summer is here, and the future is brighter than ever. If you are busy planning, saving and budgeting for a summer vacation, use these tips to make the most out of your summer and get your retirement savings on track. 1. Spend less and save more. With this warmer...
read moreDEVISING A SUMMER SAVINGS PLAN
Summer is here and that calls for some down time relaxing with family and friends. Whether you plan on spending your summer days in the sun or binge-watching your favorite television series, developing a summer savings plan will help you enjoy your days now, and stay...
read moreHow to Find Serenity Despite Retirement Uncertainty
“How can I feel fine?” That’s what Julie Elman, from Ohio, wants to know. Julie is 57, retirementis right around the corner, and she’s worried. Despite doing “all the right things,” whenever she spends time reviewing her financial situation, Julie never, ever feels...
read moreINFLATION WATCH – 2017
INFLATION WATCH - May 2017 The I.I.I. Inflation Watch spreadsheet contains the latest data from the U.S. Department of Labor’s Bureau of Labor Statistics (BLS). Both current and expected near-term general inflation continue to be low by historical standards, but there...
read moreDO YOU LOSE THE BALANCE OF AN ANNUITY IF YOU DIE?
DO YOU LOSE THE BALANCE OF AN ANNUITY IF YOU DIE? One common misconception about annuities is that you lose the balance of the annuity if you die. In the case of Fixed Indexed Annuities (FIAs), the money remaining in your annuity can pass to one or more named...
read moreHere’s How Much a Job Loss Now Will Cost You by Retirement
Here's How Much a Job Loss Now Will Cost You by Retirement When Americans struggle financially—if they face a job loss or a bout with illness, for example—one of the first places they turn for relief is their retirement savings accounts. This makes some sense, at...
read moreThree key decisions to make before you retire
Three key decisions to make before you retire When to take Social Security, how to pay for health care, and how to generate income. Key takeaways: ✔ The longer you can delay collecting Social Security, the higher your benefit. ✔ Plan for health care costs and figure...
read more4 WAYS TO SAVE WHILE PAYING OFF STUDENT LOANS
You’ve walked across the stage, shook the university president’s hand, and waved to your beaming family and friends. All of those late nights in the library suddenly feel worth it, but you know with the student loans, the work of school is not quite yet complete....
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