Retirement Planning Articles
How to retire during a recession or market downturn
How does one retire during a recession or market downturn? In retirement, timing is everything, as it is in much of life. While attempting to retire during a financial downturn may seem unwise, many people may not have another choice. Those who want or need to work past the average retirement age often discover that…
Tired of losing money? How does a fixed index annuity help you lock in gains and avoid losses?
In an unpredictable economic environment, there seems to be no haven for your cash. The lack of a safe place for money is one reason people choose fixed indexed annuities (FIAs) as the cornerstone of their financial plans.
Are “hybrid” policies the cure for rising
long-term care costs?
“Even before the pandemic, the senior health care marketplace was experiencing rate increases,
capacity shortages, and changes in coverage. The pandemic further deepened these trends.” Ken
Reeves.
How can retirees and pre-retirees confidently purchase an annuity?
“So, you’ve finally decided you’d like to have guaranteed income for life, a safeguard against outliving your savings, and a legacy for your loved ones. You want an annuity, but how do you go about buying one?”
The top qualities of debt-free and financially prosperous people
While there is no single quality that guarantees a person will be financially successful, there are some common traits the financially free have in common.
Other Great Resources
Free online financial analysis
Answer nine quick questions and get information to help determine if you are on track for a successful retirement or if you may come up short.
Listen to “Retirement Max Radio” hosted by Ken Reeves
Ken provides practical, actionable advice to help you navigate the complex world of retirement planning.
Download free resources
We have several easy-to-read brochures on interesting financial planning topics: "What to do in a down market," "Will a Recession rob your retirement?" and more.
Attend a free, local retirement planning workshop
Meet our experts, in person, right here in Birmingham or Annison, Alabama. At these free events, we help you find clarity so you can make the best decisions for your unique situation.
Start Reaching New Heights in Your Financial Journey
It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.