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Tag Archives: Baby Boomers
The Benefits of Balancing Your Financial Plan
Learn more about David’s story and how indexed annuities have helped him meet his retirement goals. Continue reading
Reaching Retirement Goals
Indexed annuities have helped Frank and his wife Mary Lou achieve their targets for retirement. They have always been diligent about saving money, and wanted the peace of mind and safety indexed annuities provide. Continue reading
Avoiding Scams
Unfortunately, older Americans are often targets for financial scams. So what should you and other family members and friends do to avoid being deceived by financial con artists? Continue reading
Posted in Personal Finance
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Our Aging Workforce
By Wade H. Mayo, President, Life Insurance Company of the Southwest, member of the National Life Group Last month Fortune ran an article about how our workforce is getting older, due to Boomers trying to make up for lost savings … Continue reading
Posted in In the News, Planning for Retirement
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Helping Seniors Cope with Recession-Related Financial Loss
Although we are still in a down economy, older Americans do have options. Moving much of your retirement savings out of risky options like the stock market to safer options like indexed annuities may be something to consider. Continue reading
Financial State of Baby Boomer Women
A recent story from NBC News reported that Baby Boomer women are one of the least financially prepared population segments in our country right now. According to the AARP, only 10 percent of Boomer women have pensions, and 32 percent have 401ks. What’s more is 40 percent of Baby Boomer women are single and do not want to be dependent on others for financial stability. Many have returned to work … and not by choice. Continue reading
Planning for Retirement with Balance
You don’t necessarily need to scrap your retirement dreams because of a bad economy. While many older Americans have seen their nest eggs decimated by a troubled economy, some smart planning and open dialogue can keep your retirement on track. Continue reading
Posted in In the News, Planning for Retirement
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Retirement Talk among Parents and Children Taboo
Planning for retirement is on the minds of parents and their children alike. But a new survey conducted for the IALC finds that adults are reluctant to talk about it. Continue reading
Posted in Planning for Retirement
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It’s Time to Stop One-Sided Retirement Planning
Recent years have not been easy on Baby Boomers planning for retirement. In fact, a recent AP poll says 42% of Baby Boomers surveyed said they’d delayed retirement due to lost money in their retirement plans, personal investments or real estate during the recent economic meltdown. Continue reading
Posted in Planning for Retirement
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