News & Updates
AGING IS AN OPPORTUNITY
“Around the world, people are living longer as birth rates decline. As this dramatic shift in global demographics escalates, both public policymakers and the private business sector must reevaluate their long-term strategies. The changing landscape
OCTOBER MARKS THE MONTH
Did you know that “October marks National Financial Planning Month, a time when Americans can look at how they are saving, their retirement goals, and how they can create a tailored approach that works for
PICK UP WHERE SOCIAL SECURITY LEAVES OFF
Did you know that among the tools that is being promoted as trying to give Americans a better shot at a more secure retirement are Fixed Index Annuities. At its simplest, an annuity is something
HAVING YOUR CAKE AND EATING IT TOO!
I thought you might be interested in this week’s article because it mentioned a goal that I have been hearing more and more people mention in recent weeks. The author asks if you are seeking
UNDERSTANDING
When making decisions about retirement, whether it be when we will take it, or how we will fund it, sometimes all it takes is a better understanding of what the options are. That’s why this
RETIREMENT PLANNING WORKSHEET
This week I thought to share with you “a worksheet as a resource to help plan for your retirement by reviewing your income needs. Fill in the blanks to see what you have currently saved,
INSECURE
I was taking a look at a 2017 survey that was called “America is Incredibly Savings Insecure” wondering if much has changed in 2018. “Nearly 90% of Americans are not very confident in their overall
ANNUITIES
This week’s article tells us that “Annuities play an important role in retirement planning by helping individuals guard against outliving their assets.” One of the most stressful aspects of planning for your retirement can be
IMPORTANT ROLE
This week I thought to share with you an article that references the important role Annuities play in retirement planning by helping individuals guard against outliving their assets. “In the most general sense, an annuity
VIDEOS SAY A LOT
“We all want a retirement plan that is ready for anything.” This thought often comes to mind and because fixed indexed annuities are a retirement savings vehicle that can help round out your financial portfolio,
ENSURING INCOME
A few years ago the Government Accountability Office (GAO) issued a report that highlighted the role annuities can play in helping people secure enough income during retirement. The report, which I thought to share with
FOR RETIREMENT SAVERS
From time to time it is a good idea to review basics, and re-educate ourselves on all available options for planning and evaluating our retirement savings plans. This week I came across several educational videos
DO YOU CRAVE IT?
This week’s article tells us that people crave income in retirement, and that “the appeal of lifetime income is clear in a recent study: Six in 10 people ages 55 and older place a high
NEVER FALL BELOW ZERO
This week’s article says that if you “need your earnings to never fall below zero or you want growth potential, coupled with principal protection from market loss or you seek a guaranteed minimum rate of
RETIRE YOUR RISK
“You’ve lived with risk, don’t retire with it.” The opening line of this week’s article caught my eye and I thought it might do the same with you. If you are one of the many
TERMS
From time to time it is a good idea to review the meaning of terms used when we discuss products that may help you plan your retirement strategies. This week’s article does just that, and
MANY USEFUL PURPOSES
This week’s article lets us know that annuities can serve many useful purposes. “If you are in a saving-money stage of life, a deferred annuity can help you meet your retirement income goals, help you
PROTECTION FOR YOUR EGG
This week’s article tells us that FIAs protect your nest egg. “Nearly 90 percent of Americans lack confidence in their retirement savings (IALC data, October 2017). FIAs provide peace of mind and minimum guarantees. With