Retirement Planning

Finding the Right Financial Product for Your Retirement Objectives

Planning for your retirement can be broken down into three primary objectives: liquidity, growth, and income. There are different financial products to use to meet each of those needs.

Annuity Basics

Optimizing a Retirement Portfolio Using Annuities

If one's goal is to avoid running out of money in retirement while leaving the largest possible legacy behind at death, then income annuities play a crucial role. In Blueprint Income's recent white paper, we demonstrate that portfolios made up of just stocks and annuities produce the best outcomes.

Inside Blueprint Income

Guarantee in Retirement Goal: Blueprint Income

Matt Carey, the co-founder and CEO of Blueprint Income, sits down with FinLab and explains Blueprint Income’s mission to make the guarantee in retirement come with guaranteed, lifelong income.

Inside Blueprint Income

Security of Income in Retirement is Our Secret

Traditionally we're told to save for retirement, but we don't have security of income and no one tells us about how much is enough, when to start spending our retirement savings or how long we should plan to make it last. This is why at Blueprint Income we value an income-focused retirement plan.

Inside Blueprint Income

Retirement Security for Us Is Personal

Starting a start-up can be a daunting task, but when you're a true mission-driven start-up you are continually motivated to make the world a better place. For us, retirement security, and as part of this, working to heal the broken retirement system is more than just important, it's personal.

Immediate Annuities

Tips When Buying an Immediate Annuity

Find the answers to your questions when buying an annuity.

QLACs

Tips When Buying a QLAC

The answers to the most important questions for when you purchase a QLAC.

QLACs

The Financial Value of a QLAC

A QLAC is not only financially valuable, but it offers something traditional investments cannot: peace of mind. We’ve laid out how to determine your financial return from a QLAC.

QLACs

Should You Buy a QLAC?

A QLAC offers you a guaranteed income stream to give you peace of mind during retirement. We’ve created this quick checklist so you can know if a longevity annuity is a good fit for you.

QLACs

The Pros and Cons of a QLAC

QLACs have many financial benefits which make retirement planning simpler. But, it’s important that you know all they have to offer to determine if it’s right for you.