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Guaranteed Retirement Income Provides Peace of Mind

An annuity can provide a guaranteed income you will receive every month, regardless of how long you live, a change in market, or other unforeseen changes.
#sidebar-archives h3{display:none;} What does your retirement income plan look like? Everyone's situation looks different, but the basic question is the same: Do I have… http://www.wflains.org/financial-planning/financial-article-archive/2017/09/guaranteed-retirement-income-provides-peace-mind/

Build Your Retirement Fund by Changing Two Purchasing Habits

The challenge is to buy what you can actually afford, not what you want or dream about.
#sidebar-archives h3{display:none;} Two of the biggest obstacles to a comfortable retirement are houses and cars. People tend to buy houses based on what their realtor tells… http://www.wflains.org/financial-planning/financial-article-archive/2017/02/build-your-retirement-fund-changing-two-purchasing-habits/

Which Approach to Creating Income in Retirement is Best? Investments or Annuities?

There are two fundamentally different philosophies for retirement income planning – one based on probabilities and the other based on safety. The critical issue that may determine which approach you choose to favor is based on the risk/reward tradeoffs of…
#sidebar-archives h3{display:none;} Retirement Income Planning has emerged as a distinct field in the financial services profession. But because it is still relatively new,… http://www.wflains.org/financial-planning/financial-article-archive/2016/08/which-approach-creating-income-retirement-best-investments-or-annuities/

Tax Time is a Great Time to Review Retirement Account Rules

Three major bills were signed into law in 2015 that affect your retirement accounts. Here are just a few tidbits of the bills details that you may need to know.
#sidebar-archives h3{display:none;} By Julie Cole, CFP®, FLMI Annuity Product Manager Three major bills were signed into law in 2015 that affect your retirement accounts.… http://www.wflains.org/financial-planning/financial-article-archive/2016/02/tax-time-great-time-review-retirement-account-rules/

Do You Have the Knowledge to Retire Successfully?

Retirement income literacy needs drastic improvement according to the American College RICP® Retirement Income Literacy Survey.
#sidebar-archives h3{display:none;} The American College RICP® Retirement Income Literacy Survey, conducted in July 2014, evaluated the readiness of baby boomers to retire.… http://www.wflains.org/financial-planning/financial-article-archive/2015/12/do-you-have-knowledge-retire-successfully/