Kelly LaVigne, J.D.
As Vice President of Advanced Markets for Allianz Life Insurance Company of North America (Allianz Life®), Kelly LaVigne oversees the Advanced Markets team and is responsible for its strategic direction. This includes providing content and expertise to assist financial professionals in acquiring and serving clients through retirement planning, estate planning and other tax-related strategies.
Prior to joining Allianz Life, LaVigne was director of advanced markets and director of industry and regulatory strategies for Transamerica Capital Management. Before joining Transamerica, he served as vice president of advanced markets for AXA Equitable, where he and his team published a book on retirement income planning to help financial professionals enhance their retirement income practice. LaVigne has also had leadership roles at ING/Aetna Financial Services and Travelers Life and Annuity.
Website: www.allianzlife.com
Latest articles by Kelly LaVigne, J.D.
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What to Do With That Extra Cash in Your Checking Account
Because of inflation, that money is losing purchasing power, so don’t let it sit on the sidelines. Here are three ways to put it to work for you.
By Kelly LaVigne, J.D. • Published
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Worried About Inflation? You Can Help Protect Yourself From Its Impact
Delaying major purchases can help shield present you, and future you could benefit from continuing to invest and contribute to your retirement plans.
By Kelly LaVigne, J.D. • Published
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Selling in a Down Market Could Wreck Your Retirement
Running out of money is a retiree’s nightmare, but there are things you can do to protect yourself.
By Kelly LaVigne, J.D. • Published
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How to Avoid Financial Panic When a Recession Threatens
retirement planning More Americans are worried about a recession with record inflation and a downturn in the stock market. If you’re among them, here are a few steps you can take that could help you sleep better at night.
By Kelly LaVigne, J.D. • Published
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What You Should Look for in a Financial Professional
Financial Advisers The vast majority of Americans value the advice of a financial professional. Here’s how to choose the right one for you.
By Kelly LaVigne, J.D. • Published
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Don’t Let Changing Jobs Derail Your Retirement Plans
careers Many Americans expect to change jobs in the coming year, which could have significant effects on their retirement planning. Before writing your own resignation letter, take this chance to revisit your financial strategy.
By Kelly LaVigne, J.D. • Published
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How People with Pandemic-Induced Financial Fatigue Can Get Back on Track
personal finance When your current finances feel uncertain, it’s easy to lose focus on your long-term goals – like retirement. If you’re lost in the weeds right now, here’s how to find your way again.
By Kelly LaVigne, J.D. • Published
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Are You Being Too Frugal in Retirement?
Budgeting You might be surprised how common it is to be so afraid to spend that you don’t fully enjoy your retirement. But there are things you can do about that. Here are four tips if your fears are holding you back.
By Kelly LaVigne, J.D. • Last updated
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3 Strategies for Reducing Tax Risks in Retirement
tax planning Don’t let taxes surprise you during retirement. The funds you’ve saved for your post-work life may be taxed too, unless you carefully plan.
By Kelly LaVigne, J.D. • Published
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Are Retirees in Denial About Risks from Financial Fraud?
retirement The most targeted group is also the least likely to be concerned about being scammed. To help protect yourself or your loved ones, start taking these proactive steps today.
By Kelly LaVigne, J.D. • Published
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Volatility Is Back: What to Do Next to Protect Your Retirement from Market Risk
investing After a summer of relative calm, worries over a future market crash have reached their highest levels in 2021. Here are some ideas to help safeguard your retirement.
By Kelly LaVigne, J.D. • Published
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How Has the Pandemic Changed Retirement Plans for Women?
retirement planning Despite the challenges we’ve weathered the past year and a half, here are some ideas to get your retirement strategies back on track.
By Kelly LaVigne, J.D. • Published
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Sustainable Investing: Making Sense of the Trend That’s Here to Stay
investing Most Americans want to participate, but are they ready?
By Kelly LaVigne, J.D. • Last updated
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What You Need to Know About Annuities and the SECURE Act
annuities Annuities are now an option for your 401(k), thanks to the SECURE Act. Is one right for your retirement savings plan?
By Kelly LaVigne, J.D. • Last updated
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The Potential Financial Silver Lining of the Pandemic
personal finance People have been forced to be more mindful of their saving and spending lately. But let’s take it a step further, and train that focus on your retirement readiness.
By Kelly LaVigne, J.D. • Published
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What Could 2021 Hold for Your Finances?
retirement planning After a wild 2020, many of us are ready for a fresh start in the new year.
By Kelly LaVigne, J.D. • Published
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Tackle the Risks that Inflation Can Pose to a Long and Successful Retirement
retirement Don’t let the rising cost of living and cognitive decline derail your best laid plans. Bring these risks up with your financial professional and plan for them now.
By Kelly LaVigne, J.D. • Published
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Talk to Your Financial Professional about What Keeps You Up at Night
retirement planning As Americans re-evaluate their finances, they may not be opening up about all their worries. They should.
By Kelly LaVigne, J.D. • Published
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Post-COVID Savings and Protection Strategies to Implement Now
retirement planning Ongoing market volatility and economic strain caused by the pandemic are derailing many retirement strategies, but there are steps you can take to shore yourself up financially.
By Kelly LaVigne, J.D. • Published
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Dealing with an Early, Unexpected Retirement
retirement Current economic and health crises may be pushing many toward an unexpected retirement. Now is a good time to make a plan for yourself, just in case.
By Kelly LaVigne, J.D. • Published
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Retiring in a Down Market: Managing Sequence of Returns Risk
Making Your Money Last The longest bull run has finally ended. What new retirees should know now.
By Kelly LaVigne, J.D. • Published
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Making and Keeping New Year's Resolutions for Retirement
retirement Three small steps to take now that can address longevity risks in the future.
By Kelly LaVigne, J.D. • Published
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Managing Inflation Risk in Retirement
Making Your Money Last Longer retirements mean inflation can put a serious dent in even the best-laid plans. You need an income strategy to help keep up with rising prices.
By Kelly LaVigne, J.D. • Published
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Navigating Through Times of Market Volatility
Markets Ongoing market fluctuations can pose a risk to hard-earned savings and retirement assets, so be prepared by considering these level-headed steps.
By Kelly LaVigne, J.D. • Published