Archive for December 2018

When Do You Need to Change Your Life Insurance Policy?

When you decide to get life insurance, you’re essentially looking beyond yourself. You understand that life insurance is necessary to protect your family after you’re gone. Sometimes, however, circumstances change, and you have to make changes to your policy to ensure your goals are achieved. Here are several matters to consider periodically if you have…

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Protect Yourself from These Financial Scams

Financial fraud is, unfortunately, a common practice in America that costs individuals and businesses billions of dollars each year. Research shows that people often underreport financial fraud, which is difficult to investigate and prosecute.[i] As a result, staying aware of different scamming techniques is an important way to protect yourself and your family. Here are…

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How Are Baby Boomers Changing Retirement?

They were the largest generation in American history. Their impact on American society still reverberates today. They were the forerunners of a cultural revolution that helped transform the nation and Western civilization. They are baby boomers, born between 1946 and 1964. The largest and most devastating global war in world history ended in August 1945,…

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Debunking Common Annuities Misconceptions

Developing a sound retirement strategy requires periodic reviews and analyses of projected income levels in order to maintain the lifestyle you envision. Annuities can serve as useful investments for retirees looking to generate guaranteed income. According to one investor poll, having a guaranteed income is a top priority of 56% of respondents.[i] Yet, most Americans…

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