News & Updates

Limited Time Bonus

Did you hear? A major insurance carrier is offering a larger than ever BONUS on one of its products. It’s too good, and only offered for a limited time! Call us so we can provide

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It’s Not Magic

Retirees sometimes get to the point where, as the saying goes “it is what it is” and there “is” only so much money in their retirement savings account, and it won’t or can’t get any

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The Peak 65 Generation

The Alliance for Lifetime Income recently published a new economic report about the “Peak 65 Generation” you might be interested in. “Peak 65 is a term used to describe the point in time when more

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Can a minor participate in a 401k?

Are you a small business owner? You may find this interesting. According to this week’s article, “the 401(k) has become the go-to retirement plan for many Americans.” In fact, the article goes on to say

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Important Updates & Current News

Seminars are happening at Retallick Financial Group and we are EXCITED! Please be sure to check out our updated event schedule. As always, we invite you and a guest to join us for dinner! We

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Did you know?

Did you know that 40.2% of older Americans have Social Security as their only income?* We believe in supplementing your retirement with additional income you can’t outlive. Call us if you are interested in learning

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Tax Filing Deadline Extended

What Strategy is Right for You? This week’s article confirms an announcement recently made by the IRS. “You now have an extra month to lower your tax bill with contributions to your individual retirement account

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What is an Indexed Annuity?

This week’s article provides an easy answer to the question ‘What is an Indexed Annuity?’ “An indexed annuity is a type of annuity contract that pays an interest rate based on the performance of a

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Retirement Accounts

Deadlines for filing tax returns are approaching. So, we’re reminding people about another deadline as well: retirement account deposits. Each year, you have a permitted annual deposit that can be made into your retirement account.

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Saving for Retirement

This week’s article tells us “experts want you to start saving as soon as possible, no matter what amount you can afford to put away.” The first goal is to simply get into the habit

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Retirement Planning Today

This week I thought to refer you to an article that begins with the simple but universal statement “Retirement planning is a multistep process that evolves over time.” The reason I like this statement is

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Women and Retirement

“At a time when COVID-19 is generating massive financial uncertainty for individuals, companies, and societies, an important new report from Bank of America examines the unique saving and investing challenges facing women. It marks the

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FEDERAL QUESTION

If you are a Federal civil servant employee and contemplating putting in your retirement papers this year, you may want to verify what your lifetime benefits will be, and how they are calculated. It isn’t

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Financial Terms

Have you ever found yourself in the middle of a conversation with a financial professional and realized you have no understanding of the meaning of the words he is using? We try to keep things

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Calculators and Calculations!

This is the time year when clients begin to ask if they are on track for retirement. There are so many factors that go into answering that question, we thought to share with you several

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Plan Ahead

When we speak about retirement savings, we often talk about products that can provide an income stream you can’t outlive. But, what happens to your money after your lifetime? If you plan on leaving some

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