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PICK UP WHERE SOCIAL SECURITY LEAVES OFF

Oct 15, 2018

Did you know that among the tools that is being promoted as trying to give Americans a better shot at a more secure retirement are Fixed Index Annuities. At its simplest, an annuity is something you buy with a sum of money in exchange for a monthly check for the rest...

HAVING YOUR CAKE AND EATING IT TOO!

Oct 8, 2018

I thought you might be interested in this week’s article because it mentioned a goal that I have been hearing more and more people mention in recent weeks. The author asks if you are seeking “a guaranteed minimum rate of return that never varies regardless of market...

UNDERSTANDING

Oct 1, 2018

When making decisions about retirement, whether it be when we will take it, or how we will fund it, sometimes all it takes is a better understanding of what the options are. That’s why this week I thought to share with you what I thought to be a comprehensive but very...

RETIREMENT PLANNING WORKSHEET

Sep 24, 2018

This week I thought to share with you “a worksheet as a resource to help plan for your retirement by reviewing your income needs. Fill in the blanks to see what you have currently saved, where your savings may fall short, and to see if fixed indexed annuities...

INSECURE

Sep 17, 2018

I was taking a look at a 2017 survey that was called “America is Incredibly Savings Insecure” wondering if much has changed in 2018. “Nearly 90% of Americans are not very confident in their overall retirement savings situation.” Perhaps you are amongst them. If that...

ANNUITIES

Sep 10, 2018

This week’s article tells us that “Annuities play an important role in retirement planning by helping individuals guard against outliving their assets.” One of the most stressful aspects of planning for your retirement can be trying to make sure that you have enough...