News & Updates

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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AT LEAST ONCE

“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

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RIGHT OR WRONG ONE FOR YOU?

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

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NOW THAT IT IS MAY

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

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CHOICES

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

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PREDICTABLE INCOME

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

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GLOSSARY OF TERMS

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

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QUESTIONS TO ASK

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

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HOW OFTEN?

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

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BRIDGE THE GAP

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.”

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RETIREMENT READY QUIZ

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

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