(877) 213-SAFE (7233)Archive for April 2015
Annuities: The Good, the Bad and the Ugly
The term annuity isn’t one that comes up around the dinner table on a daily basis, but it’s an important one to understand if you have reached retirement or are getting close. At its most basic level, an annuity is a financial product designed to increase your financial security as you begin your golden years.…
Read MoreInvesting for Your Future on a Budget
It’s never too late to save for retirement. If you are rapidly approaching your retirement date or have already retired, it’s important to have extra to save for what lies ahead. Saving and preparing for the future doesn’t always require having deep pockets. There are several things that you can do to save for retirement…
Read MoreA Few Frequently Asked Questions About 401(k) Plans
According to the Investment Company Institute, approximately 52 million Americans actively contributed to a 401(k) plan in 2012. Obviously these retirement plans are one of the most common ways that people plan for their financial futures. Whether you have one or not, it’s important that you understand these plans and the options available to you.…
Read MoreTrack Your Spending Habits With a Money Management App
In the face of tax time, you may be looking at an unexpected surplus in the form of a tax refund — or an unexpected expenditure in the form of a tax-withholding shortfall. In either case, money management is probably at the forefront of your mind. While everyone should have a long-term plan for their…
Read MorePlanning for Long-term Care in California: The Basics
As with many things in retirement and insurance planning, long-term care can be an unpleasant and uncomfortable topic. No one wants to think about struggling with debilitating illness or injury. However, planning now could save you strife down the road. Regardless of age, anyone could face illnesses or disabilities that require long-term care. For younger…
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