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Aug 12, 20222 min read

Should You Get A Fixed-Indexed Annuity?

Today more than ever, retirees are struggling to feel reassured about their retirement savings. In recent years, fixed indexed annuities...

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Apr 14, 20223 min read

Tax Liabilities During Retirement

Retirees are eligible for a few tax breaks that aren’t available to younger people. There are also many taxes that apply specifically to...

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Jul 14, 20193 min read

Retirement Doesn't Have To Be A Hard Stop

So, even though many employees would like to phase their retirements, many employers are not on the same page. Another challenge that worker

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Jul 2, 20192 min read

Retirement Planning Drawbacks and How To Navigate Them

If there is one rule more important than any other when it comes to legacy planning, it is this:

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Apr 18, 20193 min read

Four Retirement Myths Debunked

That’s not the only reason retirees are returning to the work force, either. With longer life expectancies, some retirees are even finding t

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Apr 11, 20197 min read

5 Things You Need to Know About Social Security Benefits

Many Americans are forced to file for benefits early for financial reasons, which can cost them dearly in lost income.

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Apr 1, 20193 min read

Don't Outlive Your Income

Making a Realistic budget and withdrawal strategy while boosting your retirement cash flow.

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Feb 18, 20193 min read

The Secret Retirement Strategy

Do Something: Start...

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Feb 7, 20193 min read

Plan Your Retirement Living

Let's start by asking a couple of questons.

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Aug 23, 20183 min read

Does it Make Sense to take Social Security at Age 62?

Alternatively, sometimes one spouse earns a lot of money and the other doesn't work or earns very little. In this circumstance, the brea

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Aug 8, 20181 min read

It Pays to get Expert Advice on your Retirement Distribution Strategy

How’s your retirement distribution strategy? Could it use some help?

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Jun 11, 20182 min read

Two Retirement Expenses You May Be Overlooking

The price for a single month in an assisted-living facility can range from $1,500 to $4,000. If you need to go into a nursing home that prov

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May 21, 20182 min read

Tips on How to Manage Two Homes During Retirement

How you prepare for leaving one home when you go to the other can be a large factor in determining the success of your two-home lifestyle. H

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Apr 23, 20181 min read

3 Reasons Annuities Make Sense for Retirement Right Now

1. You want to have guaranteed income for life.

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Apr 10, 20181 min read

3 Myths About Life Insurance You Need to Know

You take a huge risk when you depend solely on your investments – especially if you have dependents.

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Mar 4, 20182 min read

Why You Shouldn't Overlook Long-term Care

It’s not something we like talking about, but the reality is that many people will have a costly claim they could never have afforded withou

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Feb 19, 20182 min read

Consider this Alternative to Bonds

If risk were not a consideration, we would put all our money in stocks. But the stock market is volatile, subject to cyber and world events

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Jan 30, 20183 min read

It Pays to Understand your Tax Liabilities during Retirement

At Penny Lane Financial, we can help you lay out a plan to minimize your tax liabilities during retirement.

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Jan 21, 20182 min read

Annuities are Replacing Pensions for Retirement Income

Basic forms of annuities include Immediate vs. Deferred, Fixed vs. Variable, Equity-Indexed, and several other options that can include a de

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Dec 11, 20172 min read

Know Your Financial Terms to Make Better Choices

The 6 basic daily activities people do in a general day on their own without help. A person’s ADL abilities will affect the type of long-ter

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