What Is An Annuity Beneficiary?
An annuity beneficiary is a person or entity that receives the benefit of an annuity after the death of the...
Retirement
Did Congress Just Do Something to Help Americans Save for Retirement?
It’s reasonable to think SECURE 2.0 will affect virtually every American’s tax-advantaged investing account, and most likely in a positive...
How to Plan for Saving Money Each Month
What are your plans for your retirement years? According to the 2022 Transamerica Retirement Survey, the top two retirement goals...
How to Reach Financial Success as a Solopreneur
Looking for practical ways to reach financial success when pursuing a non-conventional career path as a solopreneur?
2023 is Going to be a Year of Big Retirement Changes
The Secure 2.0 Act of 2022, a bipartisan retirement savings law, was signed into law by President Biden on December...
What Is A Retirement Income Certified Professional (RICP)?
Building a retirement nest egg is a key financial goal, but ensuring that it lasts for the long haul is...
What Is a Multi-Year Guaranteed Annuity?
A multi-year guaranteed annuity (MYGA) is one of the most simple and straightforward members of the sprawling annuity family. Similar...
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