Financial tips and guides for living well
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Five powerful financial moves for women

Here are several moves women can make to support their financial health and be better prepared for the future.
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Will my monthly retirement income be enough?

Boost your retirement readiness with some general guidelines to help determine how much income is needed to meet your future goals and which opportunities can bring in additional funds after retirement.
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How to plan for generational wealth for a growing family

Building generational wealth, by making financial decisions with impacts beyond your lifetime, can create lasting opportunities for your loved ones.
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Fixed index annuities and sequence of returns

People often place importance on the average rate of return to sustain retirement income. However, what might be more impactful is not the average return but the order of returns.
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How to transition to living on one income

Eight tips to help you carefully create a financial plan and adjust a lifestyle to accommodate the shift in income.
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Beginner’s guide to financial planning basics

While creating a plan can look different for each person, , having a financial plan roadmap can help support money management and confident financial decisionmaking
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When is it time to revisit a retirement plan?

To help ensure your retirement plan is on track, it’s important to review it regularly and determine if you need to make any updates.
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Top financial fears and how to overcome them

Boosting our financial knowledge and adopting a few healthy habits can help address our fears and confidently take charge of our finances.
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Five opportunities for women in retirement planning

More women than ever are confidently managing their finances and are empowering themselves and each other to plan for a secure retirement.
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The beauty of guaranteed lifetime income with a fixed index annuity

One effective way to help provide guaranteed lifetime income could be incorporating a fixed index annuity into your retirement plan.
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Catching up on retirement savings

It’s common to feel nervous about the unpredictability retirement planning, but with knowledge and strategies, it’s possible to manage your financial destiny and build a nest egg for your golden years.
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Make room for the FIA in your portfolio

While conventionally used products provide premium protection OR upside growth potential, a fixed index annuity (FIA) may have the right mix of both to complement your overall portfolio.
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The articles found on this website are for informational purposes only and should not be taken as legal, financial, or other professional advice. Article content is neither an offer to sell nor a solicitation to buy any product or service.

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