News & Updates

With the New Year, we often reflect on goals and resolutions. This week’s article tells us “Surveys of retirement-age baby boomers indicate they no longer seek high growth in their portfolios. Instead, they express a

Did you know there are studies that indicate health declines with retirement, and thus health costs increase. “For many people, retirement is a key reward for decades of daily work—a time to relax, explore, and

This week’s article tells us that “Annuities play an important role in retirement planning by helping individuals guard against outliving their assets. In the most general sense, an annuity is an agreement for an entity

“An annuity serves as a complement to other retirement income sources, such as Social Security and pension plans.” One of the reasons is because “all the money you invest compounds year after year without any

FREQUENTLY ASKED QUESTIONS It is always important to “get the answers you need to help calculate your path to retirement.” This week’s article goes a long way toward helping you navigate the way by providing

Did you know that “recent studies put the \”retirement income gap,\” the difference between the amount of money retirees have saved and what they need to maintain their standard of living in retirement, at $7.7

The Stanford Center on Longevity published an article that I thought you might like to read. While it said “current studies show that individuals’ confidence in the ability to retire comfortably, or to retire at

With fewer and fewer companies funding retirement plans, “retirees have become dependent on savings that are often inadequate to fund their retirements. Recent studies put the \”retirement income gap,\” the difference between the amount of

“Around the world, people are living longer as birth rates decline. As this dramatic shift in global demographics escalates, both public policymakers and the private business sector must reevaluate their long-term strategies. The changing landscape

Did you know that “October marks National Financial Planning Month, a time when Americans can look at how they are saving, their retirement goals, and how they can create a tailored approach that works for

Did you know that among the tools that is being promoted as trying to give Americans a better shot at a more secure retirement are Fixed Index Annuities. At its simplest, an annuity is something

I thought you might be interested in this week’s article because it mentioned a goal that I have been hearing more and more people mention in recent weeks. The author asks if you are seeking

When making decisions about retirement, whether it be when we will take it, or how we will fund it, sometimes all it takes is a better understanding of what the options are. That’s why this

This week I thought to share with you \”a worksheet as a resource to help plan for your retirement by reviewing your income needs. Fill in the blanks to see what you have currently saved,

I was taking a look at a 2017 survey that was called “America is Incredibly Savings Insecure” wondering if much has changed in 2018. “Nearly 90% of Americans are not very confident in their overall

This week I thought to share with you an article that references the important role Annuities play in retirement planning by helping individuals guard against outliving their assets. “In the most general sense, an annuity

“We all want a retirement plan that is ready for anything.” This thought often comes to mind and because fixed indexed annuities are a retirement savings vehicle that can help round out your financial portfolio,

A few years ago the Government Accountability Office (GAO) issued a report that highlighted the role annuities can play in helping people secure enough income during retirement. The report, which I thought to share with