News & Updates

This week’s article speaks about the emergence of Fixed Indexed Annuities (FIAs) “as a top choice for soon-to-be retirees due to their potential for wealth accumulation.” We have spoken in the past about the option

Did you know that “those who plan are estimated to save more than 3x those who don’t”? This week’s article reminds us of this. We’ve always thought that budgeting was important, especially when planning for

As we close out 2015, it seems appropriate to reflect on the past year and plan for the future. A comment in this week’s article caught my attention as it seemed to do both. ”Fixed-index

Over a year ago I read an article that appeared on the US Treasury Department’s website that stated “In order to help retirees manage their savings and ensure they have a stream of regular income

This week’s article on the topic of Giving reminds us that at this time of year when we think about what gift to give to our loves ones “ it’s worthwhile to take some time

Many of us think of our 401K or IRA account as the source of our retirement income. The question is, how much income will it provide? Regardless of the amount of money we have saved,

This week’s article was interesting to me because it said that “buying an annuity that generates lifetime income could very well be a good move [for retirees] as a variety of studies show that guaranteed

Sometimes it is important to go back and review the basics. I thought to refer you to this week’s article because I think it does a good job of highlighting some basic information about annuities.

I came across a press release issued by the U.S. Department of the Treasury a little less than a year ago, and thought to share it with you. J. Mark Iwry, Senior Advisor to the