Getting Started

Retirement Realities Checklist
By February 6, 2012 Read More →

Retirement Realities Checklist

Retirement is not a static point in time. It is a potentially decades‐long period during which many factors can have a significant impact on your savings and income. To help prepare you to weather these situations, review IRI’s Retirement Realities Checklist with your financial professional, who can structure a long‐term plan to meet your needs.

Posted in: Getting Started
Eight-Point Plan for Life-Long Financial Health
By April 14, 2011 Read More →

Eight-Point Plan for Life-Long Financial Health

Most retirement-minded Americans might not see the connection between physical fitness and retirement planning, except for the fact that both can make them sweat! For too many Americans, particularly the 79 million baby boomers, the process of planning for retirement is about as appealing as exercising and getting fit; something achievable but also easy to put off indefinitely.

Posted in: Getting Started
Top 10 Ways to Prepare for Retirement
By April 13, 2010 Read More →

Top 10 Ways to Prepare for Retirement

To help guide consumers in their retirement planning, the Insured Retirement Institute (IRI) developed the “Top 10 Ways to Prepare for Retirement.”

Posted in: Getting Started
Turning Financial Stress into Financial Freedom
By March 21, 2010 Read More →

Turning Financial Stress into Financial Freedom

By IRI CEO and President Cathy Weatherford. Secure your future today.

Posted in: Getting Started