News & Updates

FINANCIAL CERTAINTY IS POSSIBLE

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

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AT WHAT AGE?

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

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PLAYING A GAME

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.

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MORE LIFETIME INCOME

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

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HISTORY

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

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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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