News & Updates

AT LEAST ONCE

“While a whopping 94 percent of Americans currently give themselves a passing grade on retirement, a third of them have confessed to stopping retirement savings at least once”, according to a new report cited in

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RIGHT OR WRONG ONE FOR YOU?

The editor of this week’s article wrote that “An annuity can be a very smart retirement investment for many people. That’s not just because an annuity can provide a secure revenue stream — a monthly

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NOW THAT IT IS MAY

Now that it is May and tax season is behind us, it may be a good time to reassess how retirement has impacted or will impact your living expenses. This week I thought to share

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CHOICES

This week’s article discusses the situation when a company offers to cash out the pensions of certain retirees and former employees and instead give them a lump-sum payment. In the past we have discussed the

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PREDICTABLE INCOME

A common concern when planning for retirement is the difficulty in knowing exactly how much income the retiree will have, and how long that income will last. It is also sometimes difficult to understand how

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GLOSSARY OF TERMS

From time to time we come across publications that are beneficial for anyone owning or thinking of owning an annuity to have. This week’s publication is a glossary of terms that are often used when

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QUESTIONS TO ASK

We always enjoy finding articles that help you to make good decisions for your financial future. This week’s article is one of those as it suggests some questions to ask that help determine what a

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