Checking off financial to-dos takes discipline and periodically examining your financial plan to make sure your spending and saving habits are still in line with your goals. Mid-year can be an excellent time to check in with yourself, re-assess your goals and timeline and determine if adjustments are necessary to help stay on course. Here are three key questions to ask yourself as you hit the halfway mark:

4 Reasons To Invest In A Fixed Index Annuity In A Bear Market

A bear market can be a scary time for investors. If you’re worried about your investments, now might be the time to think about investing in a fixed index annuity. Here are four reasons why:

Social Security was never intended to be a retiree's sole source of retirement income. Still, it will likely provide thousands,even hundreds of thousands of dollars over the course of your retirement years. Even if you realize its importance, though, you may be planning for retirement without fully knowing what to expect from your Social Security benefit. Social Security will provide thousands, if not hundreds of thousands, of dollars in retirement income for most Americans. There are several factors that will impact the amount you can expect to receive, but you will not know the exact amount until you actually file.