News & Updates

FILET MIGNON AND A WINE TOUR

When was the last time you thought about retirement in terms of the pleasures it could bring you instead of in terms of the fear of having enough money to last? I thought about that

Read More »

MOVE?

I really liked this week’s article because it reflected a conversation I had with a friend the other day. We were discussing how retirement cash flow needs have so much to do with where you

Read More »

CAN YOU AFFORD IT?

What are the options for obtaining a steady stream of income when we are elderly and really need it? This week’s article discusses how “an annuity can ensure that a retiree is able to afford

Read More »

DON’T BE HEARTBROKEN

This week’s article hit the nail on the head when it referred to FIAs as a “good long-term relationship for all”. The author cited five good reasons why you should “love a FIA”: 100% Principle

Read More »

MISUNDERSTOOD

I found this week’s article interesting and thought to share it with you as it addressed some basic principles of a long-term retirement option. “Let’s start with defining FIAs. These products are long-term retirement options

Read More »

WHY YOU NEED TO KNOW

I thought you might want to read this week’s article because it was very direct about why you need to know how Annuities work. The author states that the reason is because “90% of [retirement]

Read More »

WHAT KIND?

If you are anything like me, you become frustrated when financial conversations around you include terminology that everyone assumes you understand. While it is an understandable language to say that we are all probably concerned

Read More »

SLAM DUNK

This week’s article discussed strategies for “when your bucket list doesn’t match your budget” in retirement. Is that true for you? One idea discussed related to annuities where the author stated that “Most importantly, to

Read More »

ARE YOU ONE IN FIVE?

Would it surprise you to learn that one in five Americans have absolutely nothing saved for retirement? This week’s article tells us that “As of right now, nearly 90% of Americans admit that they are

Read More »
Archives
Scroll to Top