Retirement
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FINANCIAL SERVICES INDUSTRY ORGANIZATIONS
An extensive directory of all major financial services industry organizations, including addresses, phone numbers, websites, and NID numbers.
How to Retire Like a Millionaire with $500,000
Learn how to retire like a millionaire with $500,000 utilizing an annuity strategy as a portion of your retirement income portfolio.
JourneyGuide Retirement Planning Calculator
Journey Guide: A Holistic Retirement Planning Calculator If our Retirement Planning Calculator was a car the JourneyGuide would be a Porsche 911 GT2. Most financial planners and retirement planning calculators
Compound Interest Calculator
Calculating Compounding Interest Use our compound interest calculator to estimate how your savings will grow over time through compound interest. Enter your initial investment amount, rate of return, compounding frequency,
What is my Social Security Full Retirement Age?
What is my Full Retirement Age? To begin planning your Social Security withdrawal strategy you will need to know your Full Retirement Age (FRA). “Full retirement age” used to be
How Much Life Insurance Do I Need?
How Much Life Insurance Do I Need Estimator There is no way to determine exactly just how much life insurance you need but there are a few different ways to
Premium Finance Insurance | 5 Keys to Make it Work
Understanding Premium Finance Insurance Regardless of what you may have heard or think about premium finance insurance, it doesn’t have to be complicated and scary. The basic mechanics are actually
Immediate Annuity Payouts
How Much Do Immediate Annuities Pay in 2021 A $100,000 Immediate Annuity would pay $449 monthly assuming you buy the annuity at age 65 and begin payments immediately. Assuming the
C-Corp Business Owners: Maximize Retained Earnings
If you are a C-Corporation business owner and would like to better utilize your retained earnings this guide is for you. The type of investors and/ or business owners who
Are Annuities a Good Investment for Retirement in 2024
Are Annuities a Good Investment for Retirement Today? You have likely made contributions into a 401(k) or an individual retirement account (IRA) as a way to grow your retirement nest
How to Protect Your Portfolio from Sequence of Returns Risk
Sequence of returns risk is simply the risk of your retirement portfolio suffering negative market returns during the years just before or just after you retire.
IRS Extends Tax Deadline to May 17, 2021
Tax Deadline extended from April 15, 2021, to May 17, 2021
10 Year-End Tax Planning Tips
10 Tax Planning Tips to Help You Wrap Up 2020 As we get closer to year-end, many people are concerned about taxes and the possibility of having to pay higher
How to Leave a Legacy to Your Grandkids with Annuities
A Simple Annuity Wealth Transfer Strategy Anyone Can Implement When you hear a financial advisor talking about wealth transfer strategies Life Insurance is almost always at the heart of the
2021 RMD Requirements: Questions & Answers
Questions and Answers for common 2021 RMD Requirements and Annuity Fair Market Value Letters.
$100,000 Annuity Payments Analyzed
A $100,000 annuity would pay you $614 per month for the rest of your life if you purchased the annuity at age 65 and begin taking payments immediately.