News & Updates

WHAT IS IT?

The other day a friend told me that sometimes it was easier to explain what something was by telling what it was typically used for. This week’s article does a good job of telling us

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SUMMER TIME

This week’s article writes about topics on all of our minds right now, summer vacation! Just as you may have been busy this past year planning ahead, saving and budgeting both your time and money

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GET CONFIDENT

“Imagine trying to take an around-the-globe trip without looking into the details. In essence, that’s what millions of Americans do every day as they ponder retirement. They head out on the journey and hope for

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EDUCATING

We believe in educating our clients, and appreciate the frustration that can occur when conversations about retirement planning include words that may be new, or difficult to understand. Because of this we thought to give

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INFLATION’S IMPACT ON YOUR INCOME

We often talk about retirement in terms of understanding what expenses will be, and then comparing that to sources of income. An additional factor in this equation for retirement that is sometimes forgotten is inflation.

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SAVING WHILE PAYING OFF LOANS

Whether we are dealing with personal loans like paying off a home or car, or having discussions with family members about paying student loans, the conversation often circles back to the heart of the problem;

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THE SECRET

This week’s article that I thought to share with you is called “The Secret to Generating Lifetime Income.” It states that “one solution to help ensure lifetime income is adding a fixed indexed annuity (FIA)

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