This webinar explores different types of annuities, including fixed, variable, and indexed annuities. Participants will learn how to evaluate annuity products; how to assess costs, risks, and benefits; and how to determine if an annuity is a good fit for their retirement income strategy.
This webinar defines dollar-cost averaging, a strategy that involves investing a fixed amount of money at regular intervals, regardless of market conditions. Participants will learn how this approach can reduce the impact of market turbulence on their portfolios over time.
This webinar explores unconventional ways to save more money, from cutting hidden costs to finding new income streams. Participants will learn how to identify overlooked savings opportunities and make small changes that can lead to significant results over time.
This webinar recording provides creative and practical strategies for saving money on a tight budget. Participants were taught how to identify areas where they could cut costs, prioritize saving, and make small changes that could add up over time. The webinar recording also recommends low-cost savings tools and resources.
The Internal Revenue Service (IRS) today announced its annual update to dollar limitations for retirement plans for the 2025 tax year. The table below provides a few highlights.
From accidents, injuries, and illnesses to pregnancies, unexpected caregiving duties, and forced or voluntary career changes, every one of us will face our own unique set of surprise events. How do you prepare for what you can’t predict? It starts with the basics. In this webinar, we’ll explore key steps in financial planning to help you stay ready, no matter what comes your way.
When you die, you leave behind your estate. Your estate consists of your assets—all of your money, real estate, and worldly belongings. Your estate also includes your debts, expenses, and unpaid taxes. After you die, somebody must take charge of your estate and settle your affairs. This person will take your estate through probate, a court-supervised process that winds up your financial affairs after your death. The proceedings take place in the state where you were living at the time of your death. Owning property in more than one state can result in multiple probate proceedings. This is known as ancillary probate.
Regardless of how healthy you are, health care in retirement is a major expense that requires preparation and planning. Many people assume Medicare will cover all their healthcare needs after age 65, but the truth is, Medicare won’t cover everything. In this video, learn a few options to help bridge the gap.
