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Letter of Retirement Sample Ideas

Are you ready to say goodbye to working full-time? You're not alone. Since COVID-19 began, the retirement rate of Baby Boomers has accelerated significantly. Specifcally, nearly 29 million boomers retired...

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Retirement Gifts for Men

There’s more to retirement than just acknowledging decades of hard work and dedication. After work, you finally have the chance to pursue things you’ve always dreamed about. Maybe you want...

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Principal Annuities: What You Need to Know

Annuities, at their core, are simply tax-deferred investments sold by insurance companies to supplement financial security during retirement. At the same time, there are many different types of annuities that...

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11 of the Easiest Ways to Protect Your Retirement Money

It’s no secret that it’s hard to plan for retirement. In addition to growing a sizeable nest egg, you must protect it from external factors like market volatility, inflation, and...

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Dave Ramsey on Annuities

There is a lot of confusion about annuities. According to a Secure Retirement Institute study, only 25% of respondents to an annuity knowledge questionnaire scored a passing grade (70%). Because...

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Tax and Retirement Consequences of Biden's 2023 Budget Proposal

As part of the Biden administration’s fiscal year 2023 budget proposal, aka the Green Book, for the Treasury Department, Janet Yellen testified before the Senate Finance Committee and the House...