A man sitting on a bench with a woman - retirement income

Understanding QLACs: A Guide to Securing Retirement Income

Discover how Qualified Longevity Annuity Contracts (QLACs) provide guaranteed income, reduce RMDs, and enhance retirement planning for longevity.

November 28, 2024

A woman cutting flowers in a garden - retirement baby boomers

How to Stay Tax-Efficient in Retirement: A Guide for Baby Boomers

Discover tax-efficient retirement strategies to maximize savings, reduce tax burdens, and secure your financial future with smart planning.

November 19, 2024

A person holding a white umbrella - Beneficiaries

Life Changes and Your Legacy: Why You Should Review Your Beneficiaries

Regularly updating beneficiaries ensures your legacy aligns with current wishes, safeguarding assets for loved ones after life changes like marriage or birth.

November 7, 2024

Top 10 Retirement Savings Strategies for Baby Boomers Starting Late

Learn effective strategies to boost retirement savings as a baby boomer, even if you’re starting later than planned.

October 30, 2024

A man and woman standing on a rocky area - Retirement plan money after Disaster

Can You Access Your Retirement Plan Money After a Disaster?

Disaster-affected individuals can access penalty-free retirement distributions and loans for recovery. Consult your plan administrator for details.

October 25, 2024

Social Security Insurance Claim - Social Security COLA

Understanding the 2025 Social Security COLA: The Lowest Increase in Four Years

Discover the 2025 Social Security COLA, its calculation, and how this year’s adjustment impacts beneficiaries’ purchasing power.

October 16, 2024

A hand holding a card in a pocket of a red suit - 2024 Year-End

Maximize Your Tax Savings: 7 Essential Year-End Strategies for 2024

Discover key year-end tax strategies for 2024,, including deferring income, maximizing deductions, and optimizing retirement contributions for financial success.

October 10, 2024