News & Updates

Did you know that people spend more time planning their summer vacations than they do for their retirement? So said one study that is quoted in this week’s article. “While a vacation may last a

Sometimes it is good to go back to basics. That’s why I thought this week’s article might be of interest to you. It explains the basics about what a Fixed Indexed Annuity is, and says

Often, we think of retirement only as we are leaving our employment. This week’s article suggests we think about it when we evaluate a job offer, and that we factor in the value to a

This week we thought to share various Money and Retirement Tools in order to assist you in determining your financial resources and needs. It is a good idea to always have a clear understanding of

WORK, RETIREMENT AND FINANCIAL SECURITY IN THE 21ST CENTURY This week’s article, written by the President of the Transamerica Institute and Executive Director of the Aegon Center for Longevity is called “Work, Retirement and Financial

“Rather than attempting to predict the future, why not alleviate risk with a diversified retirement plan? FIAs are reliable products that can provide peace of mind and balance to anyone’s portfolio.” This week’s article caught

Following up on a presentation in DC where industry professionals and policy makers addressed “major challenges Americans face today when it comes to planning for retirement and responsibly managing their money during stock market swings”,

I was caught by one of the statements made in an article I heard this week and thought to share it with you here. “The smart investor will look beyond the ”baby boomer bulge” headlines

This week’s article references a forum that was held this past week called “Weathering the Storm: Forum on Volatile Markets” which “discusses the challenges of today’s financial market, and more importantly, to explore ways Americans

We believe it is important for you to be informed, and wanted to provide you with this week’s article because it is time sensitive and discusses strategies phased out as part of the Bipartisan Budget

If you’re anything like me, you may like to have hard copies of documents that discuss topics that are important to you so that you can refer back to them when you have questions. That’s

This week’s article discusses managing risk with Fixed Indexed Annuities. The author writes that in “the past decade, the financial market has experienced extreme swings and with such volatility, Americans are rethinking traditional retirement income

This week’s article was interesting to me because it referenced recent articles that suggest “retirees refrain from withdrawing any more [from their retirement account] than they are allowed under required minimum distribution rules” and it

I read an article this week on “How do fixed index annuities work?” and thought to share it with you. The article explains that the money used to buy the annuity is invested by the

I was surprised to read in this week’s article that “the average 65-year-old couple will pay $240,000 in out-of-pocket costs for health care during retirement.” This expense, which many retirees underestimate, highlights how important it

The first of six questions that this week’s article asks is “Am I investing in an annuity to save for retirement or generate guaranteed retirement income, or both?” Asking this question highlights the multiple roles

“One of the biggest risks to a comfortable retirement is running out of money too soon.” This week’s article gives you the ability to determine your projected shortfall or surplus at retirement by letting you

Did you know that 21 years ago Fixed Indexed Annuities were first introduced to consumers “as a key product for helping plan a secure, dependable source of income for retirement”? Year in and year out,