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
ARE YOU SURE YOU KNOW WHO YOUR BENEFICIARIES ARE?
This week’s article provides some resources I thought to share with you relating to beneficiary designations on financial assets such as checking, life insurance and retirement accounts. Because “each of these accounts has a named
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
DO YOU HAVE A DEFINED CONTRIBUTION OR BENEFIT?
This week’s article tells us that the typical U.S. household has few retirement savings, and that most people rely on social security. One of the reasons is the reduction in employers offering any retirement plan,
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
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
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.
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;
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)