News & Updates

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

The article I thought to share with you this week tells us that ” If you will celebrate your 62nd birthday in 2017 or soon after, you’re in the vanguard of a big change in

This week’s article hit the nail on the head when it said “Whether your retirement is 20 years away or two, it’s good to see you are not leaving it to chance. Retirement could last

I came across the results of a survey conducted online of Americans ages 45 to 80 the purpose of which was to evaluate Americans’ “awareness of potential financial risks in retirement, how this awareness impacts

It is always important to understand what is really meant by the words used by someone trying to give you advice on your retirement planning. That is why we thought to share with you a

I thought to share this week’s article with you when I read “Retirement could last decades, so it’s smart to look into ways to grow and protect your nest egg for the long run.” Decades

It is not difficult to understand why, as this week’s article reports “Americans routinely report anxiety about money, particularly middle-aged people,” especially when they begin to think about retirement. In this day and age where

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]