Sacramento: (916) 469-9016

CRISIS IN RETIREMENT PLANNING

Oct 9, 2017

The Harvard Business Review published an interesting article explaining how when interest rates and stock prices both plummeted, “the value of pension liabilities rose while the value of the assets held to meet them fell.” You don’t need to be a participant in a group...

FACTS + STATISTICS

Sep 25, 2017

A Government Accountability Office (GAO) report referenced in this week’s article “highlights the role annuities can play in helping people secure enough income during retirement.” With so many of us searching for additional sources of income that we can’t outlive,...

NEW DATA

Sep 18, 2017

This week’s article emphasizes that “Americans need to take additional steps in order to ensure a financially stable retirement – one that allows them to pay for medical bills and essential costs of living while enjoying their bucket list.” Have you thought about...

DIFFERENCES CAN MATTER

Sep 11, 2017

Do you understand the different types of insurance coverage that you own? This week’s terrible hurricane has brought to light the devastating effect that nuances in an insurance policy can have on our future financial security. It is useful to apply this lesson to...

QUESTIONS TO ASK

Sep 6, 2017

“Knowing how much and where to save your money is essential to leading a financially secure life”. However, “wrapping your head around the multitude of retirement options available” can not only be stressful, but confusing. This week’s article is useful in that it...

BUT WHAT DOES THAT MEAN?

Aug 28, 2017

Sometimes it is important to go back to basics and talk about the meaning of words that are often used when discussing options for getting that lifetime income you need. “Annuitization is one asset management strategy for retirees seeking to secure lifetime income.”...