Mutually Speaking
Six Common Retirement Planning Mistakes
Having a fun, relaxing, and comfortable standard of living in retirement is one of the reasons you work so hard right now. To fund it, you will need to plan, save, and invest. Most experts suggest that you need between 70 and 80% of your pre-retirement income to live comfortably in retirement. This does not…
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The Reserve Component Survivor Benefit Plan
The Reserve Component Survivor Benefit Plan (RC-SBP) is a wonderful benefit for...
Annuity Payout Options
An annuity is a product sold by a life insurance company that allows you to invest a sum...
Is an Annuity Right for You?
An annuity is a contract that allows you to invest a sum of money with a life insurance...
Types and Features of Annuities
Most people want to live comfortably in retirement. Annuities allow you to achieve that...
The Basics of 529 Plans
A 529 plan, also called a qualified tuition plan, is a tax-deferred savings and...
What Happens When You File a Life Insurance Claim
As the beneficiary of someone’s life insurance policy, you understand that at some...