News & Updates

Sometimes it is a good idea to review your retirement planning strategy and ask yourself if you are taking action that is sufficient to avoid some common pitfalls. This week’s article reminds us of six: waiting too long to save, not taking advantage of “Free Money”, underestimating medical expenses, lack

We have often spoken about how surveys “find Americans are most afraid of their money running out before their life runs out.” But this week’s article states that “they’re equally afraid that while they are alive, they won’t have the funds to enjoy their life and cover basic necessities.” Despite

We’ve spoken in the past about having adequate income during retirement, and have from time to time provided tools for estimating future financial needs. That’s why I found interesting this week’s article which concerns the role that debt can play in those calculations. The article references a nonprofit think tank

“Life is unpredictable.” This comment caught my eye in an article I read concerning “different retirement products and savings strategies that seem to be everywhere we look these days.” The article stated that there’s one retirement product that is making headlines and that is Fixed Indexed Annuities. “Did you know

Did you know that “Americans are not taking the necessary steps to put saving for the future over current expenses. In fact, a quarter of Baby Boomers – the age group closest to retirement – have less than $5,000 saved for retirement and nearly one in five Americans have no

This week’s article caught my attention by the manner in which it addressed an issue we talk about frequently. The article’s opening paragraph was “Imagine fearing life more than death. That’s a reality many Americans face as nearly 50 percent of Americans are afraid of outliving their income or their

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

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

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

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

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

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

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

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

“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

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

I was caught by one of the statements made in an article I heard this week and thought to share it with you here. “The smart investor will look beyond the ”baby boomer bulge” headlines and recognize that aging is not a trend but a revolutionary transformation.” Did you know

This week’s article references a forum that was held this past week called “Weathering the Storm: Forum on Volatile Markets” which “discusses the challenges of today’s financial market, and more importantly, to explore ways Americans can plan for a secure retirement, despite market swings and ever-change workplace structures.” Call us