Annuities Don’t Have to be Confusing
In the past, annuities have been a topic avoided by many, but lately interest levels…
Robert Jacobs2025-06-20
Will Your Nest Egg Withstand Inflation and Market Volatility?
It’s no secret that inflation is on the rise, impacting millions of Americans. Mix that…
Robert Jacobs2025-05-15
It’s Financial Literacy Month. How Much Do You Know About Retirement Accounts?
April is often known for spring cleaning, Easter, and Passover, but it’s also Financial Literacy…
Robert Jacobs2025-04-16
Personal Finance: The Importance of Starting Early
Whether you’re just starting out in your career, you are a Gen-X-er sandwiched between your…
Robert Jacobs2024-07-22
Annuity Sales Are Surging. Do You Know What They Are?
We’re here to help clear up some of the confusion about annuities during Annuity Awareness…
Robert Jacobs2024-06-12
What is Sequence of Returns Risk?
Sequence of returns risk can put your retirement portfolio in jeopardy, but what is it,…
Robert Jacobs2024-05-08
5 Things You Need to Know About Retirement
Saving for retirement is important, but it’s also crucial to stay informed! Now that it’s…
Robert Jacobs2024-04-15
5 Things You Should Know if You’re Retiring in 2024
Heads up! If you plan to retire this year, you should know these five things.…
Robert Jacobs2024-01-29
7 Signs You May be Ready for Retirement
It can be difficult to know when you’re ready to retire, but checking these seven…
Robert Jacobs2023-08-10
What is COLA, and How Does it Affect Retirement?
Inflation in the United States is at a 40-year high, and the entire country seems…
Robert Jacobs2022-12-01
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