National Annuity Awareness Month is upon us! Let’s go over how annuities can be an important part of a retirement plan. June is National Annuity Awareness Month, giving us the…
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World events can impact your retirement, but you can be prepared! The past few years have shown us that big world events can impact our lives at any moment….
The end of the year can help remind us of last-minute things we need to address as well as the goals we want to pursue and get serious about. To…
On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022, the largest increase in four…
While it’s true that each person is unique and every financial plan should be customized according to their situation, it is generally accepted that people should start saving for retirement…
Because June is Annuity Awareness Month, here is an overview about them. Annuity product designs and types continue to evolve, primarily to meet the demands of people nearing retirement. In…
Dariusz Godlewski, licensed investment advisor representative and president of Financial Wealth Alliance, recently shared his thoughts about retirement with The Daily lndependent and Who’s Who in Black. “Misconceptions about some…
Retirement Tip of the Week: Before jumping into an annuity, or ignoring them completely, look at the variety of options available and determine whether it actually might make sense for…
No matter how long you have been together, financial issues can wreak havoc on a committed relationship. According to Investopedia, some of the top money issues between partners include money/personality…
To understand what a Roth conversion is, you must first understand some of the basics about the different types of retirement accounts, called “qualified accounts.” Pensions Also called defined-benefit plans,…
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