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AT WHAT AGE?

Nov 20, 2017

I liked this week’s article because it answered the question “At what age should you purchase an indexed annuity?” The author tells us that “the great thing about fixed indexed annuities is that they are a reliable retirement planning vehicle appropriate for people in...

PLAYING A GAME

Nov 13, 2017

I saw an article this past week which spoke about a new interactive game called “Master of Retirement” and thought to share it with you. Surveys power the game’s questions and offer out informative responses. One question asked in the game is “What is a reason some...

MORE LIFETIME INCOME

Nov 6, 2017

This week’s article discusses how “recent research by retirement income expert and former U.S. Treasury Department official Mark Warshawsky shows that immediate annuities generally provide you with more lifetime income than you could get by following the...

HISTORY

Oct 30, 2017

Did you know that the “concept of annuities dates to ancient Rome, but the first record of annuities in America comes from the Colonial period. In 1759, a company formed to provide a secure retirement for aging Presbyterian ministers and their families. In 1812, the...

SHOULD YOU TAKE A LUMP SUM FOR RETIREMENT?

Oct 23, 2017

This week’s article caught my eye when it said “It turns out, many retirees choosing to take their employer’s 401(k) or pension as a lump sum for retirement are taking their lumps.” A survey reported in the article stated that about a fifth of retirement plan...

A SLAM DUNK

Oct 16, 2017

I read a good Consumer Reports article the other day that discussed when there isn’t enough saved to meet a retirees expectations in retirement. The article states “Fortunately, there are a number of options for generating extra income without asking undue risks,” and...