Latest Articles
Tue, Feb 4, 2025
How to Think About Life Insurance
Life insurance is a handy tool in your financial and estate planning toolkit. Secure peace of mind for you and your loved ones by learning about different policy types, coverage amounts, and important considerations to keep in mind.
Fri, Jan 31, 2025
Lump Sum vs. Regular Payouts—Which is Better?
What do pensions, the lottery, business sales, and the “grains of sand” fable have in common? They all require a payout strategy. Weigh the pros and cons of a lump sum versus payouts over time.
Tue, Jan 28, 2025
The Social Security Fairness Act: Social Security Benefits Are Changing in 2025
2.8 million Americans are expected to receive a hefty lump-sum payment in missed Social Security benefits from 2024, thanks to the new Social Security Fairness Act. Discover the changes coming in 2025—and who will be impacted.
Tue, Jan 21, 2025
How to Manage Longevity Risk
What happens if you outlive your money? Explore how you might safeguard your retirement savings with strategies for withdrawals, taxes, Social Security, and more.
Tue, Jan 14, 2025
Where Should You Live in Retirement? Unusual Destinations to Consider
Many retirees are opting to escape the crowded coasts for these under-the-radar retirement destinations. Discover a range of hidden gems to suit your lifestyle and budget.
Tue, Jan 7, 2025
How Do I Know I’ll Have Enough in Retirement?
Will your retirement plan support your lifestyle? Let’s run the numbers. The Monte Carlo simulation can help reveal your likelihood of success.
Special Report
6 Sources of Retirement Income
Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.