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fixed annuities


A Wealth of Information: How to Read a Mutual Fund Prospectus

July 2022

With more than 7,400 mutual funds to consider in the United States alone, some investors may feel overwhelmed by the thought of deciding which ones to select for their portfolios. At the same time, most mutual fund–owning households base their... Read more

Should You Consider Tapping the Equity in Your Home?

July 2022

With home values skyrocketing recently, your home may be one of your largest assets. Using home equity to help finance other financial objectives is a strategy many people consider, but before doing so be sure you understand the risks as... Read more

Adjusting Your Tax Withholding

July 2022

Now that you’ve seen last year’s tax results and can see where this year is heading, it may be a good time to consider adjustments to your income tax withholding. Getting It Right If you have too much tax withheld,... Read more

WEP and GPO Can Reduce Social Security Benefits

July 2022

The windfall elimination provision (WEP) and the government pension offset (GPO) were intended to correct a perceived unfair advantage in calculating Social Security benefits for people who earned a pension in noncovered employment — i.e., while not paying Social Security... Read more

How Long Should You Keep Financial Records?

July 2022

With tax season in the rearview mirror, this might be a good time to organize your records. Here are some guidelines to help decide what to keep and what to discard. Use a shredder when discarding paper records containing confidential... Read more

HOT TOPIC: Tech Sector Turmoil and the Bear Market

July 2022

During the intensely volatile first 100 trading days of 2022, the stocks of companies in the S&P 500 index delivered their worst performance since 1970.¹ The S&P 500 continued to tumble, and the benchmark index descended into a bear market... Read more

Avoiding Probate

June 2022

Probate is the process of proving the validity of a will and supervising the administration of an estate, usually in the probate court. State law governs the proceedings in the probate court, so the process can vary from state to... Read more

What’s Your Retirement Dream Elevator Pitch?

June 2022

Imagine stepping into an elevator and realizing that you’re about to spend the 30-second ride with someone who could make your retirement dreams come true — if only you could explain them before the doors open again. How would you... Read more

Are You Ready to Cancel Your Cable TV?

June 2022

An explosion in the number and variety of streaming services, coupled with the high cost of cable and satellite television packages, might have you wondering whether it’s time to cut the cord. But streaming costs money, too, and you may... Read more

Where to Look for Lost and Forgotten Money

June 2022

If you get a call or text regarding unclaimed property that may belong to you, it’s probably from scammers trying to collect information about you and your finances. Many people lose track of old accounts or never receive checks mailed... Read more

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