News

2
Nov

Q&A with Retirement Expert Tom Hegna

Q&A with Retirement Expert Tom Hegna We recently interviewed retirement expert, Tom Hegna, and asked him some of the most commonly posed retirement questions. Here’s what he had to say. WHAT IS THE MOST IMPORTANT THING TO CONSIDER WHEN SAVING FOR RETIREMENT? Hegna: The most important thing for retirees is making sure their basic expenses are covered with guaranteed1 lifetime income.

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31
Oct

When it comes to retirement, don’t get spooked

When it comes to retirement, don’t get spooked While adults may not get spooked by Halloween anymore, they do get frightened by one thing: retirement. In fact, recent data found that when it comes to retirement, Americans are most scared about the possibility of outliving their retirement income. Following right behind this top fear is the fear that their savings

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26
Oct

Up Your Retirement IQ with These 3 Tips

Up Your Retirement IQ with These 3 Tips This week we’re taking a close look at our new research that shows a startlingly low retirement IQ. Specifically, a recent study by the IALC showed 1 in 4 baby boomers have less than $5k saved for retirement. In order to guarantee a secure and relaxing retirement, staying informed and educated is

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21
Oct

3 Life Insurance Myths That Could Hurt Young Families

3 Life Insurance Myths That Could Hurt Young Families When you’re just starting out, it often seems that a dollar never stretches far enough. And with new commitments, such as buying your first home or having children, comes the responsibility to make sure your loved ones will be provided for financially, no matter what life may bring. If you were

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13
Oct

Getting Your Affairs in Order

Getting Your Affairs in Order 10 Steps for Creating a Smart End-of-Life Plan End-of-life planning sounds like something you do towards the end of your life. But the reality is, no one knows what tomorrow will bring. If the worst were to happen, you wouldn’t want your family to be burdened with financial, legal and logistical problems. These 10 steps

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10
Oct

Engaged? 7 Financial To-Dos to Check Off Your List

Engaged? 7 Financial To-Dos to Check Off Your List You’ve picked out the rings, maybe even the venue … things are rolling toward your Big Day. But don’t forget an important element of your new life together: getting your financial lives in sync. Talking about finances with your fiancé or partner may not seem like the most romantic topic, but

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6
Oct

New Data Shows Baby Boomers Have a Low Retirement IQ

New Data Shows Baby Boomers Have a Low Retirement IQ While many Americans believe they’re retirement savvy, the average baby boomer has trouble answering even simple retirement questions. New survey data shows folks between 52 and 70 years of age have a significant gap in retirement knowledge, resulting in little action toward securing their golden years. Our retirement IQ study

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30
Sep

New LIMRA Data Shows Indexed Annuities Are Here to Stay

New LIMRA Data Shows Indexed Annuities Are Here to Stay By Tom Hegna Over the past several years, Fixed Indexed Annuities (FIAs) have emerged as one of the top choices for soon-to-be-retirees due to their potential for wealth accumulation and lifetime income. FIAs are continuing to become more mainstream and have become a go-to product for many baby boomers who

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29
Sep

Life Insurance 101 for Retirees

Life Insurance 101 for Retirees According to a recent 2016 Insurance Barometer Study by Life Happens and LIMRA, having enough money for a comfortable retirement continues to be the top financial concern among most American consumers (66 percent). Next on the list are two related, and just as troubling, retirement concerns—paying for long-term care (58 percent) and medical expenses (58

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27
Sep

How Danica Patrick’s Parents Shaped Her View of Life Insurance

How Danica Patrick’s Parents Shaped Her View of Life Insurance While Danica Patrick has had life insurance since the beginning of her career as a race car driver (for obvious reasons!), she’s had a life-long understanding of its value. See why: To learn more about if life insurance is something you need, start here. Source: Life Happens How Danica Patrick’s

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