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

Recent Fed Moves and Their Impact on Annuity Pricing

Annuity rates didn’t really budge in August. But given the declines in bond yields, that’s actually a good thing and means that annuity pricing might soon decline. If you’re thinking about making an annuity purchase before the end of the year, now is an attractive time to do it.

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.

Retirement Planning

Use Technology to Address These 3 Retirement Challenges

Preparing for retirement can be challenging but new technology is making it easier to prepare, plan and manage retirement. Using technology can lower fees, provide better education and access to new opportunities

Retirement Planning

Taxes in Retirement

Taxation has a large impact on your retirement preparedness. Developing a plan to handle the differing rules and regulations on various types of retirement income is an important step to effectively plan for retirement. This article provides an overview of taxation on retirement income and links to resources that will help you understand taxes in retirement and make the decisions that are right for you.

Inside Blueprint Income

ICYMI: Listen to Blueprint Income’s Lauren Minches Discuss the Personal Pension on the Stacking Benjamins’ Podcast

Stacking Benjamins recently hosted Blueprint Income's Lauren Minches on their podcast to discuss retirement savings and the Personal Pension.

Insurance Companies

Insurer Spotlight: Western & Southern (Integrity) Annuities and Company Basics

Western & Southern (Integrity), founded in 1888, is one of the annuity providers on Blueprint Income's platform.

Insurance Companies

Insurer Spotlight: Protective Life Annuities and Company Basics

Protective Life, founded in 1907, is one of the annuity providers on Blueprint Income's platform.

Insurance Companies

Insurer Spotlight: Mutual of Omaha Annuities and Company Basics

Mutual of Omaha, founded in 1909, is one of the annuity providers on Blueprint Income's platform.

Insurance Companies

Insurer Spotlight: Lincoln Financial Annuities and Company Basics

Lincoln Financial, founded in 1905, is one of the annuity providers on Blueprint Income's platform.