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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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Jun 9, 20222 min read

Who is Umbrella Insurance for?

Umbrella insurance, also known as excess personal liability insurance, isn’t just for the wealthy. If you: drive a motor vehicle, own...

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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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Jan 19, 20212 min read

Saving for Retirement: What is an IRA?

An Individual Retirement Account is a retirement saving and investing tool that is tax-advantaged. Oftentimes a workplace retirement plan...

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Feb 5, 20201 min read

What is the SECURE Act of 2019?

Learn how the SECURE Act of 2091 may affect you.

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Aug 15, 20193 min read

Switching Jobs Doesn't Mean Losing 401(k)

While you have options when it comes to your 401(k), you should be sure to consider what’s off limits, too.

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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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May 1, 20192 min read

What Can Penny Lane Financial Do For You?

By now, most of you know who we are, but do you know what we actually do? Aside from having “Financial” in our name, how do we help people?

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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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Feb 18, 20193 min read

The Secret Retirement Strategy

Do Something: Start...

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Oct 23, 20182 min read

Live a Longer and Better Life by Volunteering

Staying active during retirement is essential to good health, and volunteering in your community is one of the best ways to engage....

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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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Jun 25, 20184 min read

Answers to Your Questions About Medicare

Is Medicare enrollment automatic? Not always. If you are already age 65 or older, you are automatically enrolled in Medicare Part A and Par

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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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Mar 26, 20183 min read

Approaching Retirement? It's Important to Stay Busy

A lack of planning can leave you feeling bored and listless. So keep a to-do list, plan your days, and stay engaged.

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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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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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