WILL YOU BE DRAWING DOWN ON ASSETS IN RETIREMENT?

This week’s article was interesting to me because it said that “buying an annuity that generates lifetime income could very well be a good move [for retirees] as a variety of studies show that guaranteed income often makes for a happier retirement. Not surprisingly, people seem to enjoy their post-career lives more knowing that they’ll…

BACK TO BASICS

Sometimes it is important to go back and review the basics. I thought to refer you to this week’s article because I think it does a good job of highlighting some basic information about annuities. It talks about two categories of annuities, Fixed and Variable. The article states that a Fixed has a “Guaranteed minimum…

RETIREMENT INCOME OPTIONS FOR WORKING FAMILIES

I came across a press release issued by the U.S. Department of the Treasury a little less than a year ago, and thought to share it with you. J. Mark Iwry, Senior Advisor to the Secretary of the Treasury and Deputy Assistant Secretary for Retirement and Health Policy was quoted as saying “As boomers approach…

DO YOU KNOW THE DIFFERENCE?

I wanted to share with you an article that explained the differences between an annuity and life insurance. I liked not only the explanation, which I found simple and straightforward, but also the chart in the article that provided me with information relating to questions that are often asked by potential purchasers of one or…

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