Fixed Annuities: The Cornerstone of Predictable Retirement Income
Despite their increasing popularity, few Americans know how annuities work or when using one could benefit their financial plans. Four out of five American adults (79%) still struggle to identify the correct definition of an annuity. Think of annuities as the steady rocks in the...
How to Balance Your Retirement Savings While Being a Caregiver
Learn smart retirement savings strategies to secure your financial future while supporting your loved ones.
The Social Security Fairness Act Increases Benefits for Millions
Under the Social Security Fairness Act signed by President Biden on January 5, 2025, almost 3 million Americans will receive a boost to their Social Security benefits.1 This bill, which had bipartisan support, restores full Social Security benefits to some public-sector employees, including teachers, law...
Balancing Retirement Savings and Other Financial Goals
Balancing retirement savings and other financial goals can be a delicate dance.
January is Financial Wellness Month – Financial Smart Goals
This Financial Wellness Month set realistic financial goals for 2025 with actionable steps on debt management, credit building & long-term saving.
The Growing Challenge of Health Care Costs in Retirement
Healthcare costs in retirement are one of the most underestimated and rapidly growing financial challenges for Americans.
Still Need to Do Day: Getting Your Financial House in Order
Prepare for the new year with actionable financial tips on Still Need to Do Day.
The Financial and Emotional Challenges of Retirement
Americans face significant retirement challenges. 80 percent of older adults are struggling financially or at risk of doing so in the future.
How to Save Smartly in 2025: Financial Strategies for the Year Ahead
It is time to find strategies to save smartly in 2025 to save your financial future. Market changes and economic shifts mean you need to rethink how you save,
Making the Most of Your 2024 Retirement Contributions
Strategic planning allows you to maximize your retirement contributions while taking advantage of valuable tax benefits