Call 972.473.4700

Fixed Index Annuities can be a Perfect Fit for Women

Saturday, February 22nd, 2014 and is filed under Financial News, Financial Planning Blogs, Insurance-based products, Investing for Women - Did You Know?, Products & Investments, Rebranding Annuities, Saving for Retirement

Financial Planning for WomenThere’s no question that finance is traditionally a male-dominated industry. Though the number of female financial professionals has increased dramatically over the last several years, there is a lingering sense among many female consumers that they are not part of the club when it comes to fully understanding and controlling their finances.

A recent study conducted by Prudential on women’s financial attitudes and behaviors highlights several areas in which women feel they are not financially empowered. In fact, the study reports as few as 22% of women feel well-qualified to make financial decisions, and the majority of women are not working with a financial advisor.

The main goal of Women, Money and Power is to put women in the driver’s seat when it comes to their money. By becoming educated and empowered on financial issues, women can cut through intimidating jargon and fast-talking sales pitches to make sound decisions based on facts – not emotions. Read More

Take Charge of your Retirement in the Face of Market Volatility

Monday, February 17th, 2014 and is filed under Financial News, Financial Planning Blogs, Rebranding Annuities, Saving for Retirement

Stock Market VolatilityIt’s no secret that women tend to be under-served in the financial world. As a result, a woman planning for retirement today is less likely to feel she understands the ins and outs of the programs she is considering. Anyone in this situation – regardless of gender – is likely to make the same mistake: doing nothing for fear of making a mistake.

With market volatility on the increase, now is not the time to put on the blinders. Leaving the money you need to rely on for retirement income at risk in the stock market can be a dangerous proposition. You only have to look back and remember September and October of 2008, when the markets quickly dropped more than 30%, to see how quickly losses in the stock market can cripple a retirement plan. Read More