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Jul 14, 2019
3 min

Retirement Doesn't Have To Be A Hard Stop

So, even though many employees would like to phase their retirements, many employers are not on the same page. Another challenge that worker

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Jul 2, 2019
2 min

Retirement Planning Drawbacks and How To Navigate Them

If there is one rule more important than any other when it comes to legacy planning, it is this:

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Apr 18, 2019
3 min

Four Retirement Myths Debunked

That’s not the only reason retirees are returning to the work force, either. With longer life expectancies, some retirees are even finding t

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Apr 11, 2019
7 min

5 Things You Need to Know About Social Security Benefits

Many Americans are forced to file for benefits early for financial reasons, which can cost them dearly in lost income.

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Apr 1, 2019
3 min

Don't Outlive Your Income

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

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Feb 18, 2019
3 min

The Secret Retirement Strategy

Do Something: Start...

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Feb 7, 2019
3 min

Plan Your Retirement Living

Let's start by asking a couple of questons.

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Aug 23, 2018
3 min

Does it Make Sense to take Social Security at Age 62?

Alternatively, sometimes one spouse earns a lot of money and the other doesn't work or earns very little. In this circumstance, the brea

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Aug 9, 2018
1 min

It Pays to get Expert Advice on your Retirement Distribution Strategy

How’s your retirement distribution strategy? Could it use some help?

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Jun 12, 2018
2 min

Two Retirement Expenses You May Be Overlooking

The price for a single month in an assisted-living facility can range from $1,500 to $4,000. If you need to go into a nursing home that prov

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May 21, 2018
2 min

Tips on How to Manage Two Homes During Retirement

How you prepare for leaving one home when you go to the other can be a large factor in determining the success of your two-home lifestyle. H

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Apr 23, 2018
1 min

3 Reasons Annuities Make Sense for Retirement Right Now

1. You want to have guaranteed income for life.

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Apr 10, 2018
1 min

3 Myths About Life Insurance You Need to Know

You take a huge risk when you depend solely on your investments – especially if you have dependents.

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Mar 5, 2018
2 min

Why You Shouldn't Overlook Long-term Care

It’s not something we like talking about, but the reality is that many people will have a costly claim they could never have afforded withou

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Feb 20, 2018
2 min

Consider this Alternative to Bonds

If risk were not a consideration, we would put all our money in stocks. But the stock market is volatile, subject to cyber and world events

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Jan 31, 2018
3 min

It Pays to Understand your Tax Liabilities during Retirement

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

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Jan 22, 2018
2 min

Annuities are Replacing Pensions for Retirement Income

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

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Dec 11, 2017
2 min

Know Your Financial Terms to Make Better Choices

The 6 basic daily activities people do in a general day on their own without help. A person’s ADL abilities will affect the type of long-ter

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Dec 6, 2017
3 min

Eight Worst Mistakes Retired People Make

Money mistakes are a common learning experience from which we can grow. However, when you’re in retirement, bad decisions can be...

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Oct 23, 2017
2 min

Is a Fixed Indexed Annuity Right for You?

Today more than ever, retirees are struggling to feel reassured about their retirement savings. In recent years, fixed indexed annuities...

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