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

1.   You want to have guaranteed income for life.

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

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

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

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

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

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

Money mistakes are a common learning experience from which we can grow. However, when you’re in retirement, bad decisions can be...

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

What makes a city a great place to retire? Here’s what we considered when drafting our list of best places to retire in the Evergreen...

We all know that the costs of a major illness can quickly deplete insurance benefits and consume your savings. Traditional health...

Your expenses will likely decrease when you retire, so you may be able to live on less money than you currently do. Of course, your...

If you are over 50 and have delayed saving for retirement, you may still have time to fund your retirement by taking these actions now: ...

A fixed-index annuity is a financial option offered by insurance companies as an alternative investment to stocks, mutual funds, and CDs....