News & Updates

It is human nature to want a second opinion, whether it be for an ailment we might have or in response to the question “What can I do to better prepare for my retirement?”. That’s

If you’re anything like me, you may not always have time to read an article or book that catches your interest. Because of that, I thought you might like this week’s article as it provides

While many couples find they have more disposable income when they become empty nesters, this week’s article talks about what often happens to that money. “It turns out that when the last of their children

Most of us have read that females, on average, live longer than males. This week’s article takes this information and applies it to retirement planning. Discussing how women “need to accumulate more wealth to finance

This week’s article speaks about the emergence of Fixed Indexed Annuities (FIAs) “as a top choice for soon-to-be retirees due to their potential for wealth accumulation.” We have spoken in the past about the option

Did you know that “those who plan are estimated to save more than 3x those who don’t”? This week’s article reminds us of this. We’ve always thought that budgeting was important, especially when planning for

As we close out 2015, it seems appropriate to reflect on the past year and plan for the future. A comment in this week’s article caught my attention as it seemed to do both. ”Fixed-index

Over a year ago I read an article that appeared on the US Treasury Department’s website that stated “In order to help retirees manage their savings and ensure they have a stream of regular income

This week’s article on the topic of Giving reminds us that at this time of year when we think about what gift to give to our loves ones “ it’s worthwhile to take some time

Many of us think of our 401K or IRA account as the source of our retirement income. The question is, how much income will it provide? Regardless of the amount of money we have saved,

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

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.

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

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