News & Updates

I read an interesting “framing paper” written by two learned scholars from Brookings Institution and Kellogg School of Management. The question they addressed revolved around the change in what they called the “retirement paradigm”. I

I thought to share with you this week’s article because it provided an abstract of a study done that concludes that “a disturbingly large number of investors think they are on a path toward a

The Brookings Institute recently published a study where they reported that “in a recent nationwide poll, 73 percent of Americans said they do not have the financial skills to manage their money in retirement. Converting

This week’s article reminds us “given that an employee may have worked for several employers, who may have merged, sold their plans, or gone bankrupt, it is very difficult for the average person to know

As you enter a new year thinking of the changes you will make in the months to come, I thought to share with you an article that discusses differences that may relate to decisions you

During this holiday season it is important to take a moment and acknowledge that no matter where we are in our retirement planning, we are joined together with gratitude at celebrating the beginning of a

This week’s article discusses something we don’t always focus on when it comes to our retirement objectives; we want both growth and income. While for sure we don’t want to lose any of our initial

When I saw the phrase “Silver is the new green” in this week’s article I knew I had to share the article with you. “Aging is”, as the article says, “an opportunity”, and “the changing

Commentary: This week’s article provides a budgeting exercise “to identify potential income shortfalls” so that you can think about what options you have to cover life’s unexpected expenses. Call us after you have taken a

Commentary: “Just like many big life moments such as getting married, or expanding your family, you need a plan and check-ups along the way. Retirement is no different. Your financial health can use a check-up

Commentary: Many think of a fixed indexed annuity only as it relates to themselves and as a way to obtain an income they can’t outlive in our retirement; but this week’s article tells us to

Often, when we see statistics of what others are doing, we try to distinguish ourselves by saying ‘They’re different from me’. Interestingly, that may be the case when comparing retirement-readiness. This week’s article tells us

“One of the biggest challenges in retirement is building a reliable stream of monthly income to support you for what could be a very long time. While retirees have long relied on bonds for this

This week I thought you might want to “become more educated when it comes to retirement planning, especially as one in five Americans have absolutely nothing saved for their golden years. Enhancing your retirement confidence

Did you know that changes in the distribution of age in the US population over the past years has accounted for about one-fifth of the increase in the expenditures for services versus goods? This week’s

Did you know that if you need “insurance for as long as you live and want to accumulate savings a universal policy” might be something you want to consider as a choice. Sometimes people “take

Are you on track for where you need to be for retirement? This week I thought to share with you several calculators. “These customizable calculators will allow you to run different scenarios and discover how

This week’s article tells us that “Financial stress is the number one source of stress for employees, according to a Price Waterhouse Coopers 2019 survey. Financial matters outrank any other source of stress combined, including