The Secure Act of 2019

The SECURE Act of 2019: 10 things your insurance and financial advisors need to know

In May 2019, the U.S. House of Representatives overwhelmingly passed the Secure Act of 2019. In December, it was also passed in the Senate. This legislation, which is more formally known as the Setting Every Community Up for Retirement Enhancement Act of 2019, is very similar to another piece of legislation, the Retirement Enhancement and …

The SECURE Act of 2019: 10 things your insurance and financial advisors need to know View Post →

Why working with an annuity specialist can enhance your retirement income plan

Why working with an annuity specialist can enhance your retirement income plan

If you’re wondering why working with an annuity specialist can enhance your retirement income plan, you’ve come to the right place. Unlike stocks or bonds, annuities can guarantee a long-lasting income stream, regardless of what is happening in the market, or even in the economy overall. But there is a wide variety of annuities in …

Why working with an annuity specialist can enhance your retirement income plan View Post →

How to retire happy and use caution when entering the retirement red zone

#001 – How To Retire Happy And Use Caution When Entering The Retirement Red Zone

JANUARY 14, 2020  With approximately 10,000 Baby Boomers turning 65 each and every day in the U.S., many people are directly in the middle of their retirement red zone, hoping to retire happy, but not entirely sure how to do so. Unfortunately, for most investors, the only financial strategy that they’ve used to prepare …

#001 – How To Retire Happy And Use Caution When Entering The Retirement Red Zone View Post →