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Fixed vs. Variable Annuities: How to Choose for Inflation Protection
When it comes to planning for retirement, understanding the options for steady income sources is important. Annuities have become a...
May 273 min read


Exploring Retirement Options in Tacoma? Insights from Our Reverse Mortgage Experts
Retiring in Tacoma — with its stunning Puget Sound views, growing arts scene, and access to quality healthcare — can be a rewarding...
May 272 min read


Understanding Your Sources of Retirement Income
Planning for retirement doesn’t stop when you reach your last day of work. In fact, one of the most important aspects of retirement is...
May 92 min read


You Need a Retirement Contingency Plan: Five Steps to Get It Done
No matter how squared away you think your financial strategy is, it’s probably not a bad idea to have backup you can pivot to if...
Apr 93 min read


The New Rules of Retirement Planning in 2025: What You Need to Know
As we move into 2025, retirement planning is evolving. Changes in inflation, tax policies, and financial strategies are making it...
Mar 283 min read
Retirement Without Savings: A Comprehensive Guide to Retiring Successfully
Many Americans reach their 50s or 60s and realize they haven’t saved enough—or anything at all—for retirement. While this can feel...
Mar 183 min read


How to Secure Lifetime Income During Retirement
Retirement is a phase of life many look forward to, but it also brings a host of questions. How much retirement savings do you need? What...
Jan 214 min read


Medicare In 2025
Many Americans will be paying a little more for Medicare in 2025. Our article provides valuable insights into the 2025 Medicare Part B...
Jan 83 min read


Key Benefits of Retirement Planning
The primary retirement planning benefits include peace of mind and the ability to maintain your desired lifestyle. By planning early,...
Jan 31 min read


Why Retirement Feels Scarier Than Death for Many Americans
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...
Dec 12, 20242 min read


Should You take Social Security at 62, 67 or 70?
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...
Oct 30, 20243 min read


5 Surprising Facts About Annuities
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...
Oct 16, 20243 min read


Understanding Reverse Mortgages: Key Benefits and How They Work
A reverse mortgage can be a valuable financial tool for retirees looking to enhance their income and maintain their lifestyle. But what...
Sep 9, 20242 min read


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...
Aug 12, 20222 min read


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...
Jun 10, 20222 min read


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...
Apr 14, 20223 min read


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...
Jan 19, 20212 min read


Frequently Asked Questions: Reverse Mortgages
What is a Reverse Mortgage?* A reverse mortgage is a national program available to homeowners age 62 and older providing you access to...
Oct 5, 20205 min read


What is the SECURE Act of 2019?
Learn how the SECURE Act of 2091 may affect you.
Feb 5, 20201 min read


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.
Aug 15, 20193 min read
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