When it comes to planning for retirement, understanding the options for steady income sources is important. Annuities have become a...

Life gets expensive fast and lately, it’s happening even faster. From grocery bills to gas, prices keep shifting, and so do our routines....

Many Americans reach their 50s or 60s and realize they haven’t saved enough—or anything at all—for retirement. While this can feel...

The primary retirement planning benefits  include peace of mind and the ability to maintain your desired lifestyle. By planning early,...

Retirement is meant to be a time of rest and enjoyment, but for many Americans, it’s a source of anxiety—so much so that some fear it...

62, 67, or 70? For many retirees, Social Security income is an essential part of their financial strategy. But what’s the right time to...

As we age, the quest for financial security becomes more important than ever. For many, annuities can be a key part of that security. But...

Retirees are eligible for a few tax breaks that aren’t available to younger people. There are also many taxes that apply specifically to...

Most of us have the goal of someday settling down to retire, after years of hard work and some preparation. It’s no surprise that people...

What is a Reverse Mortgage?* A reverse mortgage is a national program available to homeowners age 62 and older providing you access to...

Learn how the SECURE Act of 2091 may affect you.

While you have options when it comes to your 401(k), you should be sure to consider what’s off limits, too.

By now, most of you know who we are, but do you know what we actually do? Aside from having “Financial” in our name, how do we help people?

Making a Realistic budget and withdrawal strategy while boosting your retirement cash flow.

Making things easier for your heirs is not difficult, but it may take a few hours to compile. Try breaking the task into manageable sections

At Penny Lane Financial, we can help you lay out a plan to minimize your tax liabilities during retirement.

Basic forms of annuities include Immediate vs. Deferred, Fixed vs. Variable, Equity-Indexed, and several other options that can include a de

What makes a city a great place to retire? Here’s what we considered when drafting our list of best places to retire in the Evergreen...