News & Updates

HIGH TECH OR HIGH TOUCH

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

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BASIC BUILDING BLOCKS

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

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ADVANTAGES

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

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OLDER COUPLES BOTH EMPLOYED

I don’t know about you, but I have often wondered if in the end it really makes a difference, when all is said and done, if both spouses worked prior to entering retirement. I read

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BRINGING BALANCE

“In our hectic lives, balance is something many of us strive to achieve.” This week’s article caught my eye with its first sentence, as the thought of balance rang resonant with what we have always

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OLDER AMERICANS WORKING LONGER

Did you know that “Older Americans are working longer and claiming their Social Security benefits later, new research from the Social Security Administration shows.” This week’s article reminded me that sometimes individuals work longer solely

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SOMETIMES IT’S FUN

Sometimes it is fun to take a moment and participate in a quiz about retirement. Answering questions and then comparing our responses to others gives us new opportunities to think about the choices we are

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SOMETIMES IT’S FUN

Sometimes it is fun to take a moment and participate in a quiz about retirement. Answering questions and then comparing our responses to others gives us new opportunities to think about the choices we are

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ARE YOU UNDERSAVED FOR RETIREMENT?

I thought you might like this week’s article because it contains several videos aimed at raising your “Retirement IQ”. Did you know that “A startling number of baby boomers don’t know how much money they

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RETIREMENT SECURITY BLANKET

This week’s article tells us that “One of the biggest fears among retirees and soon-to-be retirees today is that they will outlive their retirement savings. With life expectancies in developed countries at unprecedented highs, this

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IF YOU LIVE LONGER

“Imagine sitting down on the day of your retirement to plan your financial future. You know what your annual expenses have been and you want to maintain your current standard of living. So, you consult

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A STREAM OF CONSUMPTION IN RETIREMENT

This week’s article states that “Individuals engaged in financial planning for retirement have no shortage of resources available to provide guidance on how much to save and how to invest those savings. If one does

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DEFINED BENEFIT OR DEFINED CONTRIBUTION

This week’s article, found in an issue of the Harvard Business Review, was of interest to me because it described very simply the difference between and shift from Defined Benefit retirement plans to Defined Contribution

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SUCCULENT SAVINGS

After what I hope was a hearty Thanksgiving day meal, I thought you would enjoy this article which suggests that you “consider throwing a new recipe onto your menu. Ingredients like contributions to an employer

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ALWAYS LEARNING

I read an article this week that was directed toward teachers who were revisiting their retirement plan “for when they are no longer lesson planning.” One section of the article in particular caught my eye

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