Category Archives: Income Planning

7 Things to Know About the Allianz 222 Annuity

7 Things to Know About the Allianz 222 Annuity

7 Things to Know About the Allianz 222 Annuity If you are considering an annuity, you may have come across the Allianz 222 Annuity. This annuity offers a variety of benefits and features that may be appealing to certain investors….

59.5 Brings Half Birthdays Back into Style!

59.5 Brings Half Birthdays Back into Style!

59.5 Brings Half Birthdays Back into Style! Turning sixty is an energizing experience. It not only carries with it more knowledge and anticipation for a new time of life, but it also presents vital money choices that can influence your…

Approaching Income and Net Worth Differently in Retirement

Approaching Income and Net Worth Differently in Retirement

Approaching Income and Net Worth Differently in Retirement Your daily routine, from tying your tie in the morning to loosening it when you get home, has probably been done for most of your life. When you retire, your daily routine…

Solving for Variables in Retirement

Solving for Variables in Retirement

Solving for Variables in Retirement Think way, way back to Algebra class. You had to solve for variables, typically labeled “x.” When there was just one unknown, this was pretty simple to do. But as more multiple variables started appearing,…

How Baby Boomers Have Redefined Retirement

How Baby Boomers Have Redefined Retirement

How Baby Boomers Have Redefined Retirement Before your generation, retirement had long been perceived as a time when life took a downward turn. But thanks to baby boomers, this perception has radically changed. Baby Boomers have been cool kids since…

How to Save During the Pandemic

How to Save During the Pandemic

While the pandemic has created many economic hardships, one silver lining has been a significant increase in personal savings. According to data from the US Department of Commerce, personal savings totaled almost $4.7 trillion in the second quarter of 2020,…

Why You Need A Financial Plan Now

Why You Need A Financial Plan Now

While the world may feel chaotic as the coronavirus pandemic continues to disrupt daily life, there’s no better time to get a hold on your finances. The future may seem uncertain, but having a strategy for managing your finances will…

7 Tips for Shoring Up Your Retirement Savings

7 Tips for Shoring Up Your Retirement Savings

If your target retirement age is less than 10 years away, it may be tempting to glide into your post-work life and hope for the best. However, without proper retirement planning, you may find yourself making a bumpy landing. Here…

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