July 2024

Wait a Minute!

Wait a minute! Is it 62, 65, 70 or 73? Let’s start to unravel this question. Social Security can be taken at any time between the age 62 and age 70. At the younger age, the SS administration will re-calculate your benefits and make them lower than if you waited, in order to factor in […]

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So, Did You Decide? 

Continuing on from last week, did you decide what kind of retiree you are? Regardless of whether you think of yourself as the Dynamo, the Philanthropist, the Homebody, or the Adventurer, it is recommended that you start building your strategy early.  Along with newfound freedoms, retirement can also mean confronting uncomfortable topics and scenarios. The

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How Higher Interest Rates Impact Annuities

Bonds and market investments aren’t the only assets with the potential to generate higher income right now. Annuities are also offering bigger payments than they were in years prior. Annuity returns are based on market interest rates. Given that interest rates just recently reached their highest level since 2001, overall conditions are favorable for purchasing

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