sonomafinancia

Often times people find themselves in the middle of conversations where the speaker is telling them things that relate to their retirement planning, or other financial matters and what is being said is scary, but difficult to know if it is actually true or not. Because of this, we thought to share with you an […]

This week’s publication may be of interest to you because it discusses a wide range of topics surrounding annuities. It tells the reader that “Annuities may help you meet some of your mid- and long-range goals, such as planning for your retirement and for a child’s college education. This Financial Guide tells you how annuities

This week I thought to share with you a publication that addresses five important financial issues of interest to older adults: “Social Security, health and long-term care insurance, later-life investing, creating a retirement “paycheck,” and estate planning”. We have some ideas for that retirement “paycheck” and would look forward to sharing them with you. Call

Did you know that people spend more time planning their summer vacations than they do for their retirement? So said one study that is quoted in this week’s article. “While a vacation may last a week or two, retirement may last upwards of 30 years. Neglecting to plan for a period of your life that

Sometimes it is good to go back to basics. That’s why I thought this week’s article might be of interest to you. It explains the basics about what a Fixed Indexed Annuity is, and says that because of the features explained in the article “the value of your money will never decline for as long

Often, we think of retirement only as we are leaving our employment. This week’s article suggests we think about it when we evaluate a job offer, and that we factor in the value to a job offer what an employer’s retirement benefits can add. How is that evaluated? The article suggests you ask yourself four

This week we thought to share various Money and Retirement Tools in order to assist you in determining your financial resources and needs. It is a good idea to always have a clear understanding of your income and expenses so that you can better determine if your retirement planning seems on track. So when you

WORK, RETIREMENT AND FINANCIAL SECURITY IN THE 21ST CENTURY This week’s article, written by the President of the Transamerica Institute and Executive Director of the Aegon Center for Longevity is called “Work, Retirement and Financial Security in the 21st Century”. The author ask the question “Should retirement be a fixed moment in time? A more

“Rather than attempting to predict the future, why not alleviate risk with a diversified retirement plan? FIAs are reliable products that can provide peace of mind and balance to anyone’s portfolio.” This week’s article caught my attention as it included several reasons why you might want to include FIAs as part of your retirement plan.

Following up on a presentation in DC where industry professionals and policy makers addressed “major challenges Americans face today when it comes to planning for retirement and responsibly managing their money during stock market swings”, this week’s article remarked that “Retirement plans come in all different shapes and sizes, based on your own unique needs,