Month: June 2021

Rethinking Retirement Savings

We came across an article written in the Harvard Law Review and thought to share it with you all. This article discusses rethinking retirement savings and puts into context how much money we have in retirement accounts ($35 trillion collectively!), where it comes from, and what ‘buckets’ exist that provide any economic security for American…

Starting to Worry Again?

Are you holding your breath starting to worry about the market again? Fortunately, you can build a diversified portfolio with principal protection. Our team at Retallick Financial Group can assist you in building your portfolio in a way that distributes risk and prepares your retirement savings for growth in a variety of economic environments. If…

The New ‘Life-Is-Short’ Mindset

This week’s article explains how affluent Americans are rushing to retire sooner than they had originally planned due to the new ‘Life-Is-Short’ mindset, a product of the pandemic. Even if we now have the ‘Life-Is-Short’ mindset, Americans are still living longer and will need income during retirement that won’t be outlived. Regardless of whether you…

Benefits of Fixed Indexed Annuities

As a reminder when you are considering where you can place your hard-earned savings to generate a guaranteed income, remember that FIAs are insurance products that can guarantee income over a period of time — even over a lifetime. Unlike a 401(k), the insurance company absorbs the risk of market downturns, guaranteeing a minimum floor,…

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