Annuities IRA/401k ANNUITIES IRA/401K Read More
Tax Free and retirement plans TAX FREE RETIREMENT PLANS Read More
Social Security Benefits SOCIAL SECURITY BENEFITS Read More
Lifetime Income LIFETIME INCOME Read More
Life/Mortgage Insurance Insurance LIFE / MORTGAGE INSURANCE Read More
Final Expense FINAL EXPENSE/BURIAL INSURANCE Read More
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Aim Inc. Blog

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    10 Money Moves To Make Before Year End As we near the end of the year, now is the time to assess what financial moves you should make before year end. There are a number of tax related decisions that could significantly reduce your tax liability for the current year. READ MORE >>

Calculate Future Value  Assume you have $5,000 in your savings account right now and that your bank pays interest of 1.5% each year. Let’s use the future value formula to find out what your account will be worth in 40 years. PV = $5,000 t = 40 i = 1.5% Plugging those numbers into the formula, we get: READ MORE >>

A Wonderful Read On Income For Life by Walter Updegrave (2019) @CNNMoney I know that immediate annuities can provide lifetime retirement income, but I would like to understand more about how they work and how to choose one. \ Can you help? --K.T. READ MORE >>

1. Set a savings goal On New Year's Day -- once your headache from all that champagne subsides -- set a savings goal for 2019. Your goal should be measurable, achievable, realistic and timely. You might feel really ambitious and set a super-high savings goal, but you'll also be setting yourself up for failure. READ MORE >>

Non-Guaranteed Income Your life’s work allows you to receive paychecks until you retire. How do you plan to receive paychecks for the rest of your life so you can stay retired? There are many sources you may receive retirement income from, but most include the risk of running out of money before you run out of life. READ MORE >>

Fixed Annuities Many retirees choose fixed annuities for their predictability, stability and guaranteed stream of income. With a fixed annuity, the lifeinsurance company agrees to pay a fixed rate of income to the investor for life after a certain date.  READ MORE >>

Do you have questions regarding your financial future? We find that the majority of people have a general idea of what it means to plan for the future, however their plans seem to fall short of achievement in spite of all the hard work they invested into themselves.  READ MORE >>

What's the biggest threat to a comfortable retirement? Ignorance. The decisions you make leading up to retirement, including how much to save, how to allocate your investments, when to take Social Security and how to anticipate your retirement expenses can make a big difference in your old age. READ MORE >>


Q&A: Does $0 income later mean I should take Social Security early? Changes are coming to Social Security . Here's what you need to know Q: I retired at age 55. I also know that my Social Security earnings statement assumes that I’ll work until full retirement age. READ MORE >>

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