Retirement Planning

Tax-Deferred Annuity Explained

Tax-Deferred Annuity Explained

An annuity is a financial product used to save tax-deferred for retirement or to generate regular income payments once in retirement. There is a lot of confusion around annuities as a retirement investment. Learn what a tax-deferred annuity is and whether it is right for you.

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Save for Retirement or Pay Off Debt

Save for Retirement or Pay Off Debt

Deciding where to direct your money is a tricky thing when you have both debt and an investment portfolio. On the one hand, you know it’s smart to pay down high-interest debts. But you also know you also need to save for retirement. Should you do both? Can you do both? Which move is the smartest use of your money?

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Financial Surprises in Retirement

Financial Surprises in Retirement

Even with the most careful and forward-thinking retirement planning, there are still some financial surprises you may face. Those extra costs and financial drains can make quite a dent into your portfolio, as well as in your everyday savings and money on-hand, potentially setting you back a few steps in your smart retirement preparations.

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