The REAL Full Retirement Age is 70 for only 7% to 8% of us!

Good things come to those who wait. Case in point, your Social Security benefits. Everyone has a designated Full Retirement Age (FRA) at which they will receive 100% of their Social Security benefits. For most Boomers it is age 66, while for those born in 1960 or later, it is age 67. Remember, this is the age at which you …

The Big Picture: 2nd Quarter Index Annuity Sales Results

As we all focus on our individual businesses, I always find it helpful to track broader sales trends in the fixed index annuity business.  Linked Here Are 2nd Quarter 2014 FIA Sales Results.  Some key takeaways include: Q2 2014 sales were $12.6 billion, up 36.5% when compared to Q2 2013.  Take away:  FIAs are gaining market traction and impressive growth! …

What Women Want

Being a Tarkenton, I was, of course, born in Minnesota while my dad played for the Vikings!  I lived several places as a kid, from Minnesota to Connecticut to New York to my current home of Atlanta. I’m a proud University of Georgia Bulldog (where I majored in International Business and French) and I also consider myself lucky to have grown …

What Is the mission of your business?

The financial planning industry has always intrigued me, and I was lucky enough to get hired by Tarkenton Financial directly out of college to handle licensing, contracting and back office accounting. But I’ve been hungry to learn more about the industry, and over time I’ve taken on more roles. For instance, I’ve learned a lot by helping our Director of …

What Ladders and Buckets have to do with retirement income

I grew up on Signal Mountain in Chattanooga, Tennessee, where I attended an all-girls private school for grades 7-12. Some people think this sounds crazy, but it was a wonderful environment that allowed me to thrive in my studies.  This set me up for success to choose the right college, The University of Georgia (maybe that’s really why Fran hired …