Couples, Take the Financial Compatibility Quiz
Fidelity offers a 9-question financial compatibility quiz to help you see how in-tune you and your partner are when it comes to your finances. The quiz starts by asking you for your gender and age,...
View ArticleWant a Few Guarantees in Life? Get an Annuity!
Annuities offer guaranteed income for life! Image by Stuart Miles / FreeDigitalPhotos.net Most things in life come without a guarantee. Warranties expire, parts break, and companies go out of...
View ArticleWhat’s So Fixed about a Fixed Annuity?
With a fixed annuity, your money grows risk-free. Image by creativedoxphoto / FreeDigitalPhotos.net. There are several different types of annuities, with names like “fixed,” “variable,” “deferred,”...
View ArticleIs Caring for Elderly Family Members Hurting Your Retirement Account?
Caretakers' lost wages can add up to hundreds of thousands of dollars. Image by Ambro, courtesy of FreeDigitalPhotos.net. As in-home care becomes increasingly popular and more adults are finding...
View ArticleFinancial Planning Basics: What Is an Annuity?
New to financial planning? Find out what annuities have to offer. We’re guessing many of you made New Year’s Resolutions that have to do with money and financial planning. Annuities are a great place...
View ArticleDon’t Pull Money from Your Retirement Account: Try an Annuity Instead
With so many of us searching for ways to stay financially solvent during retirement, it’s a good idea to understand why diverting money from your retirement fund before retirement is a bad idea. Yes,...
View Article4 Retirement Expenses (and How to Reduce Them)
Want to spend more time on the green? Pay for those rounds by saving on expenses like housing, transportation, and food. If you’re getting ready to retire, financial security is an important issue not...
View ArticleAre You Taking a Casual Approach to Your Finances?
The results of a recent study from Northwestern Mutual Life Insurance reveal that nearly half of Americans say they take a casual approach to their financial planning. Are you one of them? In addition,...
View ArticleWant Tax-Free Retirement Income? It Starts with Life Insurance
Are you one of the lucky ones who got a tax refund this year? If you did, congratulations! But if you didn’t, you’re probably feeling a little anxious about having to write that check to the Franchise...
View ArticleAnnuities: Your Retirement Solution
Annuities are a financial planning tool that can help make sure you don’t run out of money during retirement. That’s an extremely simplified annuity definition. Why did we start so simple? Because...
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