Is Phased Retirement Right for You?
Episode 274 – Recent trends indicate that the concept of phased retirement is becoming more popular. Is it right for you?
Study Indicates that Half of Older Americans May Unretire
Episode 266 – Is early retirement a realistic goal for many people? A new study indicates that half of older Americans are considering either returning to the workforce or staying employed longer than they first planned.
Are Millennials Better Prepared for Retirement Than Baby Boomers and Generation X?
Episode 254 – Which generation—baby boomers, gen X or millennials—is better prepared for retirement? The answer may surprise you.
Required Minimum Distributions for 2020 Revisited
Required Minimum Distributions for 2020 Revisited Prior to the COVID-19 pandemic, the biggest news was the enactment of the SECURE (“Setting Every Community Up for Retirement Enhancement”) Act on December 20, 2019, which deeply impacted retirement plans and IRA...
Add Some Certainty to Your Financial Plan!
With Security Mutual Life’s Security Designer WL4U® whole life insurance products, you can leave a legacy in the form of a death benefit to your heirs, plus participating whole life guarantees can add an element of certainty to your financial plan. Download The Full...