News & Updates

Someone asked me the other day to explain to them what a “Replacement Ratio” meant and so I thought to share this with you. Typically the phrase refers to the percentage of pre-retirement income you

This week’s article tells us “Whether your retirement is 20 years away or two, it’s good to see you are not leaving it to chance. Retirement could last decades, so it’s smart to look into

When was the last time you thought about retirement in terms of the pleasures it could bring you instead of in terms of the fear of having enough money to last? I thought about that

I really liked this week’s article because it reflected a conversation I had with a friend the other day. We were discussing how retirement cash flow needs have so much to do with where you

What are the options for obtaining a steady stream of income when we are elderly and really need it? This week’s article discusses how “an annuity can ensure that a retiree is able to afford

This week’s article hit the nail on the head when it referred to FIAs as a “good long-term relationship for all”. The author cited five good reasons why you should “love a FIA”: 100% Principle

I found this week’s article interesting and thought to share it with you as it addressed some basic principles of a long-term retirement option. “Let’s start with defining FIAs. These products are long-term retirement options

I thought you might want to read this week’s article because it was very direct about why you need to know how Annuities work. The author states that the reason is because “90% of [retirement]

If you are anything like me, you become frustrated when financial conversations around you include terminology that everyone assumes you understand. While it is an understandable language to say that we are all probably concerned

This week’s article discussed strategies for “when your bucket list doesn’t match your budget” in retirement. Is that true for you? One idea discussed related to annuities where the author stated that “Most importantly, to

Would it surprise you to learn that one in five Americans have absolutely nothing saved for retirement? This week’s article tells us that “As of right now, nearly 90% of Americans admit that they are

This week’s article speaks to the fact that “living comfortably in retirement is indeed possible”. To achieve this goal, it is important for retirees to develop a “strategic plan that allows stability in their golden

Annuities are usually discussed in the context of planning for retirement, but have you ever considered the use of an annuity to meet other types of future obligations or needs? This week’s article does just

This week’s article discusses how most people crave guaranteed income in retirement. In fact “six in 10 people ages 55 and older place a value on having guaranteed income to supplement what they’ll get from

In a new article published by Forbes, an author writes how “removing some uncertainty surrounding retirement is indeed an obtainable goal all Americans can strive to achieve.” I’ve provided a link to the article as

I liked this week’s article because it answered the question “At what age should you purchase an indexed annuity?” The author tells us that “the great thing about fixed indexed annuities is that they are

I saw an article this past week which spoke about a new interactive game called “Master of Retirement” and thought to share it with you. Surveys power the game’s questions and offer out informative responses.