News & Updates
TERMS
From time to time it is a good idea to review the meaning of terms used when we discuss products that may help you plan your retirement strategies. This week’s article does just that, and
MANY USEFUL PURPOSES
This week’s article lets us know that annuities can serve many useful purposes. “If you are in a saving-money stage of life, a deferred annuity can help you meet your retirement income goals, help you
PROTECTION FOR YOUR EGG
This week’s article tells us that FIAs protect your nest egg. “Nearly 90 percent of Americans lack confidence in their retirement savings (IALC data, October 2017). FIAs provide peace of mind and minimum guarantees. With
HEDGING AGAINST SOMETHING BAD
This week’s article spoke about annuities offering “a hedge against something bad happening to your money, like a huge loss in a stock market collapse. Instead of personally managing your money and assuming risks inherent
FUEL FOR RETIREMENT
We read an article the other day from a library of information we have access to and thought it would interest you to know that it discussed “higher interest rates, of course, mean higher payout
BALANCE
When you think about the things that fill your life what are you goals? Most people will say that a work-life balance is important. When you think about retirement, do your thoughts also lean toward
RETIREMENT PLANNING WORKSHEET
With a title like “Sharpen your pencils, let’s work the numbers” I knew you would enjoy being provided with the opportunity to see how ready you are for retirement, and if your numbers add up
DIFFERENCES
Did you know that your readiness for retirement may vary depending on your occupation? This week’s article sets out a “Retirement-Readiness Score by Industry” and provides information to understand the differences and surprising similarities across
BASICS AND BALANCE
This week’s article “Fixed Indexed Annuities 101” made me smile because it brought back memories of my younger days in school, and I was reminded that even as we grow older, especially when planning for