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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- Jun 9
- 2 min
Who is Umbrella Insurance for?
Umbrella insurance, also known as excess personal liability insurance, isn’t just for the wealthy. If you: drive a motor vehicle, own...
- Apr 14
- 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...
- Jan 19, 2021
- 2 min
Saving for Retirement: What is an IRA?
An Individual Retirement Account is a retirement saving and investing tool that is tax-advantaged. Oftentimes a workplace retirement plan...
- Feb 5, 2020
- 1 min
What is the SECURE Act of 2019?
Learn how the SECURE Act of 2091 may affect you.
- Aug 15, 2019
- 3 min
Switching Jobs Doesn't Mean Losing 401(k)
While you have options when it comes to your 401(k), you should be sure to consider what’s off limits, too.
- 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:
- May 1, 2019
- 2 min
What Can Penny Lane Financial Do For You?
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?
- 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.
- Oct 23, 2018
- 2 min
Live a Longer and Better Life by Volunteering
Staying active during retirement is essential to good health, and volunteering in your community is one of the best ways to engage....
- 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
- Jun 25, 2018
- 4 min
Answers to Your Questions About Medicare
Is Medicare enrollment automatic? Not always. If you are already age 65 or older, you are automatically enrolled in Medicare Part A and Par
- 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
- Mar 26, 2018
- 3 min
Approaching Retirement? It's Important to Stay Busy
A lack of planning can leave you feeling bored and listless. So keep a to-do list, plan your days, and stay engaged.
- 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
- 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.
