“You need to know how they work, because many financial planners recommend them to their clients for retirement planning purposes. In fact, one study shows that almost 90% of planners recommend them.” Why are they doing that? “…because the stock market has...
This week’s article tells us “Diversifying your portfolio means balancing risk and growth. One option you might consider when forming your plan is fixed indexed annuities (FIAs). Designed for the long term, FIAs offer a guaranteed minimum rate of return and...
It is important to understand certain products being discussed in the news as it relates to proposed changes with your qualified 401K funds. The changes are being reported as coming about due to the great numbers of retirees who are outliving their savings. That is...
Will your monthly income plan provide you with the money you need? “Retiring comfortably is a goal shared by most. Annuities can provide guaranteed income every month with growth potential.” This week we thought to share with you a quick quiz that may help you find...
This week’s article illustrates what the author calls “one of the biggest threats to your retirement – – your kids.” He tells us that the percentage of 25 to 35 year olds living at home is ”almost double the share of today’s older retirees who were in the...
Commentary: I read about a study I thought might interest you. “This report examines the retirement readiness of people who are in physically demanding jobs. Due to the strenuous nature of their work, these workers are at risk of aging out of their occupation before...
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