News & Updates

Population Aging

Did you know that changes in the distribution of age in the US population over the past years has accounted for about one-fifth of the increase in the expenditures for services versus goods? This week’s

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Want to Accumulate?

Did you know that if you need “insurance for as long as you live and want to accumulate savings a universal policy” might be something you want to consider as a choice. Sometimes people “take

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Retirement Calculators

Are you on track for where you need to be for retirement? This week I thought to share with you several calculators. “These customizable calculators will allow you to run different scenarios and discover how

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Transform your Stress

This week’s article tells us that “Financial stress is the number one source of stress for employees, according to a Price Waterhouse Coopers 2019 survey. Financial matters outrank any other source of stress combined, including

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The Crisis

I read an article the other day that, while written a few years back, seemed to resonate even more today. The author wrote “More dangerous yet is the shift in focus away from retirement income

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Boost your Financial Education

It’s back to school month, and regardless “if your household doesn’t include school-age children, you can still take September as a time to reevaluate your personal development and consider areas for growth in the future.

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Pensionize

I came across an article from the past that caught my eye. It tells us that “Entering retirement can be a particularly jarring experience for seniors, and not only because they’re leaving behind the familiar

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Transform Stress into Confidence

This week’s article reports that “Financial matters outrank any other source of stress combined, including health and relationships.” Not surprising when so much in our lives depend on how much money we make, how much

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Volatility

This week’s article states “Second-quarter market volatility is making Americans increasingly worried about their finances and retirement savings, with only 31% in a new survey saying they were comfortable with market conditions and ready to

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Counterintuitive Thought

“Here’s a counterintuitive thought:” Healthy consumers “are likely to have higher medical costs in retirement than their less-healthy counterparts.” This means that income in retirement may be needed in order to pay those expenses, and

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Were you Aware?

This week’s article relates back to June being Annuity Awareness Month, and lists five things that pre-retirees should know about annuities. The first point the article references is that Fixed Index Annuities can provide stability.

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Is your Back to the Wall?

We already know that reports were issued a few years back telling us that the U.S. recession took its toll on seniors, and that “America’s senior citizens have their backs to the wall” especially when

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Check-up on the Way

“You don’t leave your physical health to chance so why risk your retirement health?” I thought you might be interested in the financial health checklist in this week’s article because it mentions how “like many

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Explore Diversified Options

This week’s article tells us “Diversifying your portfolio means balancing risk and growth. One option you might consider when forming your plan is fixed indexed annuities (FIAs). Designed for the long term, FIAs offer a

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In the News

It is important to understand certain products being discussed in the news as it relates to proposed changes with your qualified 401K funds. The changes are being reported as coming about due to the great

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Retire Your Risk

Will your monthly income plan provide you with the money you need? “Retiring comfortably is a goal shared by most. Annuities can provide guaranteed income every month with growth potential.” This week we thought to

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