News & Updates

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

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

“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,

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

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

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

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

“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

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

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

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

This week’s article spoke about annuities offering “a hedge against something bad happening to your money, like a huge loss in a stock market collapse. Instead of personally managing your money and assuming risks inherent

We read an article the other day from a library of information we have access to and thought it would interest you to know that it discussed “higher interest rates, of course, mean higher payout

When you think about the things that fill your life what are you goals? Most people will say that a work-life balance is important. When you think about retirement, do your thoughts also lean toward

With a title like “Sharpen your pencils, let’s work the numbers” I knew you would enjoy being provided with the opportunity to see how ready you are for retirement, and if your numbers add up

Did you know that your readiness for retirement may vary depending on your occupation? This week’s article sets out a “Retirement-Readiness Score by Industry” and provides information to understand the differences and surprising similarities across

This week’s article “Fixed Indexed Annuities 101” made me smile because it brought back memories of my younger days in school, and I was reminded that even as we grow older, especially when planning for

This week’s article “Fixed Indexed Annuities 101” made me smile because it brought back memories of my younger days in school, and I was reminded that even as we grow older, especially when planning for