News & Updates

Commentary: This week’s article provides a budgeting exercise “to identify potential income shortfalls” so that you can think about what options you have to cover life’s unexpected expenses. Call us after you have taken a

Commentary: “Just like many big life moments such as getting married, or expanding your family, you need a plan and check-ups along the way. Retirement is no different. Your financial health can use a check-up

Commentary: Many think of a fixed indexed annuity only as it relates to themselves and as a way to obtain an income they can’t outlive in our retirement; but this week’s article tells us to

Often, when we see statistics of what others are doing, we try to distinguish ourselves by saying ‘They’re different from me’. Interestingly, that may be the case when comparing retirement-readiness. This week’s article tells us

“One of the biggest challenges in retirement is building a reliable stream of monthly income to support you for what could be a very long time. While retirees have long relied on bonds for this

This week I thought you might want to “become more educated when it comes to retirement planning, especially as one in five Americans have absolutely nothing saved for their golden years. Enhancing your retirement confidence

Did you know that changes in the distribution of age in the US population over the past years has accounted for about one-fifth of the increase in the expenditures for services versus goods? This week’s

Did you know that if you need “insurance for as long as you live and want to accumulate savings a universal policy” might be something you want to consider as a choice. Sometimes people “take

Are you on track for where you need to be for retirement? This week I thought to share with you several calculators. “These customizable calculators will allow you to run different scenarios and discover how

This week’s article tells us that “Financial stress is the number one source of stress for employees, according to a Price Waterhouse Coopers 2019 survey. Financial matters outrank any other source of stress combined, including

This week’s article tells us “to diversify, products like a fixed indexed annuity can offer balance, growth potential with principal protection, and a steady income stream during retirement.” Don’t let misconceptions derail your best solution

I read an article the other day that, while written a few years back, seemed to resonate even more today. The author wrote “More dangerous yet is the shift in focus away from retirement income

It’s back to school month, and regardless “if your household doesn’t include school-age children, you can still take September as a time to reevaluate your personal development and consider areas for growth in the future.

I came across an article from the past that caught my eye. It tells us that “Entering retirement can be a particularly jarring experience for seniors, and not only because they’re leaving behind the familiar

This week’s article reports that “Financial matters outrank any other source of stress combined, including health and relationships.” Not surprising when so much in our lives depend on how much money we make, how much

This week’s article states “Second-quarter market volatility is making Americans increasingly worried about their finances and retirement savings, with only 31% in a new survey saying they were comfortable with market conditions and ready to

“Here’s a counterintuitive thought:” Healthy consumers “are likely to have higher medical costs in retirement than their less-healthy counterparts.” This means that income in retirement may be needed in order to pay those expenses, and

This week’s article relates back to June being Annuity Awareness Month, and lists five things that pre-retirees should know about annuities. The first point the article references is that Fixed Index Annuities can provide stability.