Retirement Income
Take Advantage of Year-End Tax Planning Opportunities
Another year is coming to an end. Take advantage of the upcoming months to review the financial opportunities you can benefit from that the year-end provides.
Lifestyle & Mindset
Ahhh Fall! Seasonal Reflections and Community Spirit
As fall arrives with cooler weather and Halloween candy, it's time to appreciate the changing seasons and consider helping our local food banks.
Medicare & Healthcare
Short on Medicare Work Credits? Here's What You Can Do
Don't have enough work credits for premium-free Medicare Part A? You still have options to get hospital coverage at 65.
Success Stories
From Annuity Confusion to Complete Retirement Plan: A Success Story
When Rachel inherited an annuity decision, online research only added confusion. A friend's referral led to something much bigger than she expected.
Medicare & Healthcare
Did Your Prescription Price Just Double or Quadruple? Here's Why
Every year around this time, the phone starts ringing as people panic over skyrocketing medication costs. Most of the time there's a normal, yet frustrating, reason.
Retirement Income
Annuities: A Valuable Retirement Planning Tool
Annuities get a bad rap, but the truth is it's not the annuity—it's the agent misusing them or choosing the wrong one for the job.