News & Updates

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

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

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

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

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

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

In a new article published by Forbes, an author writes how “removing some uncertainty surrounding retirement is indeed an obtainable goal all Americans can strive to achieve.” I’ve provided a link to the article as

I liked this week’s article because it answered the question “At what age should you purchase an indexed annuity?” The author tells us that “the great thing about fixed indexed annuities is that they are

I saw an article this past week which spoke about a new interactive game called “Master of Retirement” and thought to share it with you. Surveys power the game’s questions and offer out informative responses.

This week’s article discusses how “recent research by retirement income expert and former U.S. Treasury Department official Mark Warshawsky shows that immediate annuities generally provide you with more lifetime income than you could get by

Did you know that the “concept of annuities dates to ancient Rome, but the first record of annuities in America comes from the Colonial period. In 1759, a company formed to provide a secure retirement

This week’s article caught my eye when it said “It turns out, many retirees choosing to take their employer’s 401(k) or pension as a lump sum for retirement are taking their lumps.” A survey reported

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

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

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

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