News & Updates

WHAT DOES THAT REALLY MEAN?

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

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THE NEXT BIG THING

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

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DO YOU NEED A SECURITY BLANKET?

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

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REPLACEMENT RATIO

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

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FILET MIGNON AND A WINE TOUR

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

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MOVE?

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

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CAN YOU AFFORD IT?

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

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DON’T BE HEARTBROKEN

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

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MISUNDERSTOOD

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

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WHY YOU NEED TO KNOW

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]

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WHAT KIND?

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

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SLAM DUNK

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

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ARE YOU ONE IN FIVE?

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

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NO BETTER TIME THAN THE PRESENT

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

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CONSIDER YOUR FUTURE OBLIGATIONS

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

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A SIMPLE WAY

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

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RETIREMENT COMMUNITY RETIREMENT INCOME

We often think of retirement communities as providing us only with housing and perhaps a few amenities. This past week I came across one that offered out an analysis on Annuities. The reason being that

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