News & Updates

A SLAM DUNK

I read a good Consumer Reports article the other day that discussed when there isn’t enough saved to meet a retirees expectations in retirement. The article states “Fortunately, there are a number of options for

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CRISIS IN RETIREMENT PLANNING

The Harvard Business Review published an interesting article explaining how when interest rates and stock prices both plummeted, “the value of pension liabilities rose while the value of the assets held to meet them fell.”

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FACTS + STATISTICS

A Government Accountability Office (GAO) report referenced in this week’s article “highlights the role annuities can play in helping people secure enough income during retirement.” With so many of us searching for additional sources of

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NEW DATA

This week’s article emphasizes that “Americans need to take additional steps in order to ensure a financially stable retirement – one that allows them to pay for medical bills and essential costs of living while

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DIFFERENCES CAN MATTER

Do you understand the different types of insurance coverage that you own? This week’s terrible hurricane has brought to light the devastating effect that nuances in an insurance policy can have on our future financial

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QUESTIONS TO ASK

“Knowing how much and where to save your money is essential to leading a financially secure life”. However, “wrapping your head around the multitude of retirement options available” can not only be stressful, but confusing.

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BUT WHAT DOES THAT MEAN?

Sometimes it is important to go back to basics and talk about the meaning of words that are often used when discussing options for getting that lifetime income you need. “Annuitization is one asset management

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SHORTFALL OR SURPLUS?

We have often discussed that one of the biggest risks to a comfortable retirement is running out of money too soon. Sometimes the difficulty is in figuring out where you stand, so I thought to

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WHAT IS IT?

The other day a friend told me that sometimes it was easier to explain what something was by telling what it was typically used for. This week’s article does a good job of telling us

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SUMMER TIME

This week’s article writes about topics on all of our minds right now, summer vacation! Just as you may have been busy this past year planning ahead, saving and budgeting both your time and money

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GET CONFIDENT

“Imagine trying to take an around-the-globe trip without looking into the details. In essence, that’s what millions of Americans do every day as they ponder retirement. They head out on the journey and hope for

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EDUCATING

We believe in educating our clients, and appreciate the frustration that can occur when conversations about retirement planning include words that may be new, or difficult to understand. Because of this we thought to give

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INFLATION’S IMPACT ON YOUR INCOME

We often talk about retirement in terms of understanding what expenses will be, and then comparing that to sources of income. An additional factor in this equation for retirement that is sometimes forgotten is inflation.

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SAVING WHILE PAYING OFF LOANS

Whether we are dealing with personal loans like paying off a home or car, or having discussions with family members about paying student loans, the conversation often circles back to the heart of the problem;

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THE SECRET

This week’s article that I thought to share with you is called “The Secret to Generating Lifetime Income.” It states that “one solution to help ensure lifetime income is adding a fixed indexed annuity (FIA)

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