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UNDERSTANDING THE KEY ELEMENTS

Mar 4, 2019

I thought you would want to read this week’s article because it discusses that “while annuities and life insurance both have similarities, they are not the same. Before you can understand the differences and determine which plan may be right for you relating to a...

DIFFERENCES

Feb 24, 2019

This week I thought to share with you a chart that I found informative because it provides an easy to read explanation of the differences between Annuities and Life Insurance. Because one’s needs may change over time, it is important to be able to understand how each...

UNLESS YOU ARE WARREN BUFFET

Feb 18, 2019

This week’s author, formerly with the Federal Reserve Bank of New York and the National Bureau of Economic Research writes that while not applicable to Warren Buffet’s retirement plan, “Retirees with limited resources face the risk that if they live too long, and/or...

WHAT IF THE MARKET GOES UP?

Feb 11, 2019

The author of this week’s article provides an explanation for “Why an FIA is better than stocks” and asks us “Which is better? Having to time the market right or not having to worry about that? Risking principal to achieve gains or achieving gains without risking...

AFTER A VOLATILE END TO 2018

Feb 4, 2019

“Wary investors may be searching for stability in 2019.” So what should people consider? The author of this week’s article states that “Risk tolerance and time horizon play big roles in deciding how to allocate your investments. Conservative investors or those near...

TOP TWO REASONS

Jan 28, 2019

This week’s article discusses a new retirement institute study of annuity owners which found “the top two reasons consumers buy annuities are to supplement Social Security/pension income and to receive guaranteed income payments for life.” If you are looking for this...