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Adding an annuity to an income plan in your 40s and 50s can be a strategic move, offering potential benefits well before retirement.

Help inspire positive money habits among all family members and take a quiz to learn more about being a part of the Sandwich Generation.

Raising children while caring for aging parents can be financially challenging. Here are 4 tips for managing your finances and putting your own needs first. 

Retirement planning can be complex. But with a trusted professional, you can navigate today鈥檚 landscape, refine your retirement goals, and feel confident in your future.

Small steps and actions now can add up to financial security later. Here鈥檚 how to help ensure you鈥檙e taking care of yourself now and in the future.  

If you鈥檙e 50 or older, there are several catch-up contributions and savings opportunities that can help create more retirement income for the future.

Even if you have a hands-off approach to your finances most of the year, you should take these eight key steps before year鈥檚 end.

If you receive Social Security benefits or a pension, here are four tips for putting your cost-of-living adjustment (COLA) to good use.

Using an annuity as part of an overall college saving strategy can help you tackle everything from tuition to student loans.