Should You Get A Fixed-Indexed Annuity?
Today more than ever, retirees are struggling to feel reassured about their retirement savings. In recent years, fixed indexed annuities...
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- Apr 14, 2022
- 3 min
Tax Liabilities During Retirement
Retirees are eligible for a few tax breaks that aren’t available to younger people. There are also many taxes that apply specifically to...
- 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
- 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:
- 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
- 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.
- Apr 1, 2019
- 3 min
Don't Outlive Your Income
Making a Realistic budget and withdrawal strategy while boosting your retirement cash flow.
- 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
- Aug 8, 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?
- Jun 11, 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
- 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
- Apr 23, 2018
- 1 min
3 Reasons Annuities Make Sense for Retirement Right Now
1. You want to have guaranteed income for life.
- 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.
- Mar 4, 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
- Feb 19, 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
- Jan 30, 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.
- Jan 21, 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
- 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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