Questions? 1.800.239.0356

X
1.800.239.0356
1.800.239.0356
Back to Top

Newsletters

Your Business: Could You Benefit from a Roth Conversion in 2020?

December 2020

Converting traditional IRA assets to a Roth IRA is a tried-and-true strategy for creating a tax-free source of retirement income. The catch is that converted assets are taxed as ordinary income in the year of the conversion. The resulting tax... Read more

Income Investors May Find Closed-End Funds on Sale

December 2020

Most mutual funds are open ended, which means the investment company can issue and redeem fund shares to meet investor demand. By contrast, closed-end funds issue a fixed number of shares in an initial public offering (IPO), and thereafter shares... Read more

Full House: Adult Children Coming Home

December 2020

Almost 3 million adults moved in with a parent or grandparent during the months of March, April, and May 2020.1 A large percentage of them were college students returning home early because their campuses shut down, but many were young... Read more

Should You Pay Off Student Loans Early or Save More for Retirement?

December 2020

For adults with student debt and extra money on hand, deciding whether to pay off student loans early or put those funds toward retirement can be tricky. It’s a financial tug-of-war between digging out from debt today and saving for... Read more

Putting Your Nest Egg in Three Baskets

December 2020

“You can’t time the market” is an old maxim, but you also might say, “You can’t always time retirement.” Only 46% of current retirees say they retired when planned, while 48% retired earlier than expected.1 Taken together, these two uncertainty... Read more

HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail

December 2020

U.S. retail sales suffered in the spring of 2020 due to safety concerns, government-mandated lockdowns, and economic uncertainty wrought by the coronavirus pandemic. Sales — including purchases at stores, restaurants, and online — plunged from $483.95 billion in March to... Read more

Four Steps to Rebuilding Your Business

November 2020

Few business owners have escaped the financial effects of stay-at-home orders, new safety protocols, and consumer fears related to the pandemic. Even if you took advantage of temporary federal, state, or local relief funds to help you stay afloat during... Read more

Your Estate: Have You Looked at These Legal Documents Lately?

November 2020

If you haven’t prepared certain estate documents, or the ones you have are out-of-date, your intentions could easily become a matter of dispute. The courts might have to make critical decisions regarding your medical care and finances or determine who... Read more

Passive, Active, or Both?

November 2020

As demonstrated by the extreme market volatility in the first half of 2020, it’s very difficult to anticipate the direction of the financial markets. That’s one reason why index mutual funds and exchange-traded funds (ETFs) have drawn increasing interest from... Read more

Three Questions to Consider During Open Enrollment

November 2020

Open enrollment is your annual opportunity to review your employer-provided benefit options and make elections for the upcoming plan year. You can get the most out of what your employer offers and possibly save some money by taking the time... Read more

Stay Informed

Sign up to receive our free annuity rate update newsletter.

  • This field is for validation purposes and should be left unchanged.