Inflation
Will My Money Last?
If you are one of those asking the ‘will my money last’ question, there’s a way you can find out just what your probabilities are!
August 2, 2024
Category: Retirement Income
Investing
Which is Better: An IUL or a Roth IRA?
When it comes to building a solid financial future, finding the right investment vehicle can be a daunting task. Comparisons are often made between an IUL (Indexed Universal Life Insurance) and a Roth IRA (Individual Retirement Account) as a choice between getting life insurance or investing in the stock market. While an IUL can give the appearance of doing both; however that’s not really the case – and, often, this can lead to unrealistic expectations.
June 6, 2023
Annuities
How Can You Make Your Retirement Money Last?
Making your retirement nest-egg last through retirement isn’t easy. Company pension plans have all but disappeared, which means it’s now up to you to be your own actuary. Unfortunately, it’s not something many are equipped to do.
May 4, 2023
Retirement
A Tax Trap That Catches Many By Surprise
Tax planning through retirement is important; and failing to do it through all four stages of retirement can prove costly because some of the tax traps are permanent. Here’s an example:
April 17, 2023
