Your early retirement plan We get it! You’d rather wrestle with a cactus than spend another second in that beige cubicle, but retirement might feel like a distant dream. Good news! With this 5-step early retirement plan, you could be sipping margaritas on a beach sooner than you think. 5 steps to early retirement There’s …

Keep Reading

When it’s time to talk to the folks about annuities You’re the default caregiver for mom and dad, who need more income. Here’s how to talk about annuities with them to have income for life. Help them (and yourself) make retirement easier. Talking about Mom and Dad’s money and annuities Parents asking their children for …

Keep Reading

What to know before you buy an annuity Your grandfather warned you about annuities, but what if an annuity is right for you? Here’s how to know if you should buy an annuity. What’s an annuity? The short answer is that an annuity is an insurance contract that gives the holder or annuitant (and their …

Keep Reading

What are annuities? Many people are more likely to spend retirement alone or with fewer resources. Here’s why annuities may be a great solution for those looking for more financial security in their golden years. Like Gladiators? Maybe You Need an Annuity! Sure, gladiators and annuities don’t seem to go hand-in-hand at first. But hear …

Keep Reading