News & Updates

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

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SOCIAL SECURITY EARLIER?

The article I thought to share with you this week tells us that ” If you will celebrate your 62nd birthday in 2017 or soon after, you’re in the vanguard of a big change in

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LEAVING THINGS TO CHANCE

This week’s article hit the nail on the head when it said “Whether your retirement is 20 years away or two, it’s good to see you are not leaving it to chance. Retirement could last

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THE RISKS AND PROCESS OF RETIREMENT

I came across the results of a survey conducted online of Americans ages 45 to 80 the purpose of which was to evaluate Americans’ “awareness of potential financial risks in retirement, how this awareness impacts

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WHAT DOES THAT REALLY MEAN?

It is always important to understand what is really meant by the words used by someone trying to give you advice on your retirement planning. That is why we thought to share with you a

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THE NEXT BIG THING

I thought to share this week’s article with you when I read “Retirement could last decades, so it’s smart to look into ways to grow and protect your nest egg for the long run.” Decades

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DO YOU NEED A SECURITY BLANKET?

It is not difficult to understand why, as this week’s article reports “Americans routinely report anxiety about money, particularly middle-aged people,” especially when they begin to think about retirement. In this day and age where

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REPLACEMENT RATIO

Someone asked me the other day to explain to them what a “Replacement Ratio” meant and so I thought to share this with you. Typically the phrase refers to the percentage of pre-retirement income you

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