News & Updates

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;

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)

“While a whopping 94 percent of Americans currently give themselves a passing grade on retirement, a third of them have confessed to stopping retirement savings at least once”, according to a new report cited in

The editor of this week’s article wrote that “An annuity can be a very smart retirement investment for many people. That’s not just because an annuity can provide a secure revenue stream — a monthly

Now that it is May and tax season is behind us, it may be a good time to reassess how retirement has impacted or will impact your living expenses. This week I thought to share

This week’s article discusses the situation when a company offers to cash out the pensions of certain retirees and former employees and instead give them a lump-sum payment. In the past we have discussed the

A common concern when planning for retirement is the difficulty in knowing exactly how much income the retiree will have, and how long that income will last. It is also sometimes difficult to understand how

From time to time we come across publications that are beneficial for anyone owning or thinking of owning an annuity to have. This week’s publication is a glossary of terms that are often used when

This week’s article tells us that “A new study has found that one difficulty workers saving for retirement have in judging whether they’re on track is that they could be under the “illusion of wealth”

We always enjoy finding articles that help you to make good decisions for your financial future. This week’s article is one of those as it suggests some questions to ask that help determine what a

If you have ever wondered how often you should review your annuity portfolio, this week’s article tells us it should be done “as often as you would your other investments”. This is one of the

I wasn’t really surprised to read in this week’s article that “When it comes to savings, the gender gap is huge. A recent study indicated that women have 50% lower savings than their male counterparts.”

From time to time clients will ask me about on-line tools they can use to help analyze and judge their preparations for retirement. Sometimes it is beneficial to insert various figures into an analysis and

This week’s article reminds us that “While high-tech solutions offer tremendous convenience, some things are still much better when they are high-touch. One of these things is retirement planning and creating a financial plan for

This week’s article begins with a thought we have often discussed; “Annuities have long been the basic building blocks of the U.S. retirement income system.” Economists generally agree that many retirees would benefit if they

I found this week’s article timely as the markets rise and dip. This week’s article says that “Fixed Indexed Annuities combine the stability and guarantees of a fixed product with growth potential based on the

With President’s weekend fast approaching, we can’t help but think more about helping those veterans amongst us. This week’s article states that “Veterans preparing for retirement may purchase annuities to supplement their military benefits and