Retirement

What You Don’t Know About Social Security Could Hurt You (Part 4)

June 28th, 2018|

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning

A MassMutual survey revealed last month that nearly half (47%) of Americans age 50 and over failed a basic five question true/false quiz on Social Security Retirement Benefits.

The results of this survey are alarming as the questions asked don’t even scratch the surface of […]

What You Don’t Know About Social Security Could Hurt You (Part 3)

June 26th, 2018|

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning

A MassMutual survey revealed last month that nearly half (47%) of Americans age 50 and over failed a basic five question true/false quiz on Social Security Retirement Benefits.

The results of this survey are alarming given the questions asked don’t even scratch the surface of […]

What You Don’t Know About Social Security Could Hurt You (Part 2)

June 22nd, 2018|

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning

A MassMutual survey revealed last month that nearly half (47%) of Americans age 50 and over failed a basic five question true/false quiz on Social Security Retirement Benefits.

The results of this survey are alarming given the questions asked don’t even scratch the surface of […]

What You Don’t Know About Social Security Could Hurt You (Part 1)

June 19th, 2018|

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning

A MassMutual survey revealed last month that nearly half (47%) of Americans age 50 and over failed a basic five question true/false quiz on Social Security retirement benefits.

The results of this survey are alarming given the questions asked don’t even scratch the surface of […]

Have Peace of Mind (and Reduce RMDs) with Qualified Longevity Annuity Contracts

June 11th, 2018|

By Dan Schulte, Vice President and Manager, Annuities and Insurance

Wouldn’t retirement planning be easier if we all knew how long we were going to live? Individuals often underestimate how long they are going to live in retirement. As a result, many retirees face the risk of exhausting their savings and burdening their families in retirement.

Longevity […]

National Retirement Planning Week

April 9th, 2018|

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning

Today marks the beginning of National Retirement Planning Week®. If you have never taken the time to calculate how much you will need to save for retirement, you are not alone.

A recent Nationwide study reports that each year the average American worker spends over […]

Blog Series: Retirement Account Contributions and Distributions After age 70 ½

December 15th, 2017|

By Theresa Fry, Senior Vice President and Manager, IRA and Retirement Plans

Part 2 of a 2-part series

Retirement means different things to different people.  Your age when you retire can be impacted by many factors such as your health, your love of the work you do, your need for financial stability, or even your desire to […]

Blog Series: Retirement Account Contributions and Distributions After age 70 ½

December 8th, 2017|

By Theresa Fry, Senior Vice President and Manager, IRA and Retirement Plans

Part 1 of a 2-part series.

Retirement means different things to different people.  Your age when you retire can be impacted by many factors such as your health, your love of the work you do, your need for financial stability, or even your desire to […]

Delay Social Security Not Retirement

October 26th, 2017|

By Dan Schulte, Vice President and Manager, Annuities and Insurance and
Theresa Fry, Senior Vice President and Manager, IRA and Retirement Plans

If you are like most pre-retirees, you may be wondering: “When should I begin taking Social Security retirement benefits?”  Americans can begin receiving Social Security retirement benefits as early as age 62. However, beginning benefits […]

Trust Beneficiaries and Your Retirement Accounts

October 18th, 2017|

By Theresa Fry, Senior Vice President and Manager, IRA and Retirement Plans

As Estate Planning Awareness Week continues, one often overlooked aspect of estate planning involves beneficiary designations.  Keeping beneficiary designations up to date is one of the most important aspects of legacy planning when you have accumulated assets in tax-deferred retirement accounts, such as Traditional […]