News & Updates

If you have ever wondered how often you should review your annuity portfolio, this week’s article tells us it should be done “as often as you would your other investments”. This is one of the

I wasn’t really surprised to read in this week’s article that “When it comes to savings, the gender gap is huge. A recent study indicated that women have 50% lower savings than their male counterparts.”

From time to time clients will ask me about on-line tools they can use to help analyze and judge their preparations for retirement. Sometimes it is beneficial to insert various figures into an analysis and

This week’s article reminds us that “While high-tech solutions offer tremendous convenience, some things are still much better when they are high-touch. One of these things is retirement planning and creating a financial plan for

This week’s article begins with a thought we have often discussed; “Annuities have long been the basic building blocks of the U.S. retirement income system.” Economists generally agree that many retirees would benefit if they

I found this week’s article timely as the markets rise and dip. This week’s article says that “Fixed Indexed Annuities combine the stability and guarantees of a fixed product with growth potential based on the

With President’s weekend fast approaching, we can’t help but think more about helping those veterans amongst us. This week’s article states that “Veterans preparing for retirement may purchase annuities to supplement their military benefits and

I don’t know about you, but I have often wondered if in the end it really makes a difference, when all is said and done, if both spouses worked prior to entering retirement. I read