News & Updates

We sometimes are asked who a fixed indexed annuity might be a good choice for, versus who might be suited to a variable annuity. And to answer that question, our attention was drawn to a

A study from the Center For Retirement Research looked into the decline in wealth for late boomers, and explored what may have contributed to it: “The results show that two factors were at play –

When we think of retirement, we often focus on how much money we have in savings. We often forget that retirement doesn’t necessarily mean having to deplete our savings, it means creating a retirement income

We often look for ways to get a solid financial footing during the decade before retirement. For years, we save diligently and carefully follow a long-term strategy. But as retirement approaches, your priorities may shift.

You may have heard the adage “you only live once” as it applies to pursuing opportunities and taking risks. But what does this saying really mean? While we agree that “you only live once”, you

We found an article recently from AARP that might interest you. It referenced a “safety-first” approach, which is something we have always believed in. The idea is to cover all of your essential expenses with

Whether you are approaching retirement age or are decades away, you need to be thinking about what the safest place is to keep your money. Too many times retirees are left empty-handed because they put

Remember to think about yourself in future terms. Many of us feel little connection to the person we’ll become years from now, and that can lead to shortsighted behavior that can actually hurt us in

We often hear that the market is “up” or “down” and think that we’ve either made money (or lost out on making money) or that we’ve lost money. But “up” and “down” don’t have much

There has been an uptick in what regulators call “romance fraud.” This refers to a type of online deception where individuals create fake identities and develop fraudulent romantic or otherwise close relationships with unsuspecting people

“You can’t have your cake and eat it too.” Perhaps there’s more truth to this saying than we want to admit. This year has been tumultuous, with markets declining and interest rates increasing. Were we

We’ve spoken in the past about the benefits of saving money for retirement by having automatic transfers from your checking account into a savings account. But, what is often forgotten is that workplace retirement account

One potential way to save money consistently is to arrange automatic transfers from your checking to your savings account on paydays. This idea can be also applied to RMDs as we get older. While we

Sometimes it’s best to start with the basic steps when planning for retirement. Are you contributing enough to your 401(k) to get your company’s full employee match? Have you paid off any high-interest-rate debt you

The five years before you retire and the next five after retirement are among the most important and vulnerable for a retiree’s savings. The reasoning is that, as you approach retirement, there are far fewer