Financial PlanningRetirement PlanningSocial SecurityTax Planning Personal Finance: The Importance of Starting Early Whether you’re just starting out in your career, you are a Gen-X-er sandwiched between your…Jon VingeJuly 31, 2024
AnnuitiesFinancial EducationFinancial PlanningRetirement Planning Annuity Sales Are Surging. Do You Know What They Are? We’re here to help clear up some of the confusion about annuities during Annuity Awareness…Jon VingeJune 24, 2024
Retirement Planning 5 Things You Should Know if You’re Retiring in 2024 Heads up! If you plan to retire this year, you should know these five things.…Jon VingeJanuary 29, 2024
LegislationRetirement Planning 7 Ways SECURE Act 2.0 Could Affect Your Retirement SECURE Act 2.0 was signed into law at the end of 2022. Here are a…Jon VingeFebruary 22, 2023
Retirement Planning 5 Common Mistakes to Avoid with Medicare Medicare can be tricky. Here are some common mistakes to avoid! The Medicare open enrollment…Jon VingeDecember 1, 2022
Retirement PlanningSocial Security What is COLA, and How Does it Affect Retirement? The COLA on Social Security is projected to increase benefits by more than 10%. How…Jon VingeAugust 15, 2022
Inflation RiskRetirement Planning Inflation as a Risk in Retirement Inflation can be troubling, especially for those living on a fixed income. Here’s what you…Jon VingeJuly 20, 2022
Retirement Planning How Annuities Offer Protection and Growth Potential National Annuity Awareness Month is upon us! Let’s go over how annuities can be an…Jon VingeJune 14, 2022
InvestmentsRetirement Planning How Big Events Like Ukraine Can Impact Your Retirement World events can impact your retirement, but you can be prepared! The past few…Jon VingeMarch 22, 2022
Financial PlanningRetirement Planning Your Year-End Financial Checklist The end of the year can help remind us of last-minute things we need to…Jon VingeDecember 28, 2021