This week’s article tells us “Whether your retirement is 20 years away or two, it’s good to see you are not leaving it to chance. Retirement could last decades, so it’s smart to look into ways to grow and protect your nest egg for the long run. Fixed Indexed annuities (FIAs) can help make the […]

When was the last time you thought about retirement in terms of the pleasures it could bring you instead of in terms of the fear of having enough money to last? I thought about that when I read this week’s article which asks “What City Fits Your Retirement Soul, and Budget”. It is an unfortunate

I really liked this week’s article because it reflected a conversation I had with a friend the other day. We were discussing how retirement cash flow needs have so much to do with where you live. And if we work backwards and see how much money we have saved, and try to factor in the

What are the options for obtaining a steady stream of income when we are elderly and really need it? This week’s article discusses how “an annuity can ensure that a retiree is able to afford assisted living. Immediate annuities promise a steady stream of payments, no matter how long you live.” Our needs will vary

This week’s article hit the nail on the head when it referred to FIAs as a “good long-term relationship for all”. The author cited five good reasons why you should “love a FIA”: 100% Principle Protection, Balance, Growth Potential, Guaranteed Lifetime Income and Tax Deferred Growth. Take a look and let us know if you

I found this week’s article interesting and thought to share it with you as it addressed some basic principles of a long-term retirement option. “Let’s start with defining FIAs. These products are long-term retirement options purchased from an insurance company that guarantee principal protection, tax-deferred growth, and reliable income.” If you would like to talk

I thought you might want to read this week’s article because it was very direct about why you need to know how Annuities work. The author states that the reason is because “90% of [retirement] planners” recommend them. Why is that? We think it is because “the stock market has become a part of our

If you are anything like me, you become frustrated when financial conversations around you include terminology that everyone assumes you understand. While it is an understandable language to say that we are all probably concerned with how to fund our retirement years, what is not so well understood is the difference between a fixed and

This week’s article discussed strategies for “when your bucket list doesn’t match your budget” in retirement. Is that true for you? One idea discussed related to annuities where the author stated that “Most importantly, to generate guaranteed income in retirement, annuities are a slam dunk.” Because there are so many kinds of annuities out there,

Would it surprise you to learn that one in five Americans have absolutely nothing saved for retirement? This week’s article tells us that “As of right now, nearly 90% of Americans admit that they are not very confident about their retirement preparedness.” How are you feeling about your retirement? Call us if you would like