News & Updates

We have often spoken about how surveys “find Americans are most afraid of their money running out before their life runs out.” But this week’s article states that “they’re equally afraid that while they are

We’ve spoken in the past about having adequate income during retirement, and have from time to time provided tools for estimating future financial needs. That’s why I found interesting this week’s article which concerns the

“Life is unpredictable.” This comment caught my eye in an article I read concerning “different retirement products and savings strategies that seem to be everywhere we look these days.” The article stated that there’s one

Did you know that “Americans are not taking the necessary steps to put saving for the future over current expenses. In fact, a quarter of Baby Boomers – the age group closest to retirement –

This week’s article caught my attention by the manner in which it addressed an issue we talk about frequently. The article’s opening paragraph was “Imagine fearing life more than death. That’s a reality many Americans

Often times people find themselves in the middle of conversations where the speaker is telling them things that relate to their retirement planning, or other financial matters and what is being said is scary, but

This week’s publication may be of interest to you because it discusses a wide range of topics surrounding annuities. It tells the reader that “Annuities may help you meet some of your mid- and long-range

This week I thought to share with you a publication that addresses five important financial issues of interest to older adults: “Social Security, health and long-term care insurance, later-life investing, creating a retirement “paycheck,” and

Did you know that people spend more time planning their summer vacations than they do for their retirement? So said one study that is quoted in this week’s article. “While a vacation may last a

Sometimes it is good to go back to basics. That’s why I thought this week’s article might be of interest to you. It explains the basics about what a Fixed Indexed Annuity is, and says

Often, we think of retirement only as we are leaving our employment. This week’s article suggests we think about it when we evaluate a job offer, and that we factor in the value to a

This week we thought to share various Money and Retirement Tools in order to assist you in determining your financial resources and needs. It is a good idea to always have a clear understanding of

WORK, RETIREMENT AND FINANCIAL SECURITY IN THE 21ST CENTURY This week’s article, written by the President of the Transamerica Institute and Executive Director of the Aegon Center for Longevity is called “Work, Retirement and Financial

“Rather than attempting to predict the future, why not alleviate risk with a diversified retirement plan? FIAs are reliable products that can provide peace of mind and balance to anyone’s portfolio.” This week’s article caught

Following up on a presentation in DC where industry professionals and policy makers addressed “major challenges Americans face today when it comes to planning for retirement and responsibly managing their money during stock market swings”,

I was caught by one of the statements made in an article I heard this week and thought to share it with you here. “The smart investor will look beyond the ”baby boomer bulge” headlines

This week’s article references a forum that was held this past week called “Weathering the Storm: Forum on Volatile Markets” which “discusses the challenges of today’s financial market, and more importantly, to explore ways Americans

We believe it is important for you to be informed, and wanted to provide you with this week’s article because it is time sensitive and discusses strategies phased out as part of the Bipartisan Budget