We believe in educating our clients, and appreciate the frustration that can occur when conversations about retirement planning include words that may be new, or difficult to understand. Because of this we thought to give you an extensive glossary of terms that you...
We often talk about retirement in terms of understanding what expenses will be, and then comparing that to sources of income. An additional factor in this equation for retirement that is sometimes forgotten is inflation. This week’s article tells us that “the popular...
Whether we are dealing with personal loans like paying off a home or car, or having discussions with family members about paying student loans, the conversation often circles back to the heart of the problem; finding ways to save money while simultaneously paying off...
This week’s article that I thought to share with you is called “The Secret to Generating Lifetime Income.” It states that “one solution to help ensure lifetime income is adding a fixed indexed annuity (FIA) to your retirement portfolio. These products can help balance...
“While a whopping 94 percent of Americans currently give themselves a passing grade on retirement, a third of them have confessed to stopping retirement savings at least once”, according to a new report cited in this week’s article. Stopping savings can happen for a...
The editor of this week’s article wrote that “An annuity can be a very smart retirement investment for many people. That’s not just because an annuity can provide a secure revenue stream — a monthly check — for the rest of your life, no matter how long you live....
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