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GROWTH POTENTIAL BUT MORE IMPORTANTLY PRINCIPAL PROTECTION

Feb 20, 2017

I found this week’s article timely as the markets rise and dip. This week’s article says that “Fixed Indexed Annuities combine the stability and guarantees of a fixed product with growth potential based on the performance of an underlying securities index such as the...

ADVANTAGES

Feb 13, 2017

With President’s weekend fast approaching, we can’t help but think more about helping those veterans amongst us. This week’s article states that “Veterans preparing for retirement may purchase annuities to supplement their military benefits and future benefits like...

OLDER COUPLES BOTH EMPLOYED

Feb 6, 2017

I don’t know about you, but I have often wondered if in the end it really makes a difference, when all is said and done, if both spouses worked prior to entering retirement. I read a study that I thought to share with you this week that discussed this issue and “...

BRINGING BALANCE

Jan 30, 2017

“In our hectic lives, balance is something many of us strive to achieve.” This week’s article caught my eye with its first sentence, as the thought of balance rang resonant with what we have always sought to provide assistance on with our clients. Balanced options are...

OLDER AMERICANS WORKING LONGER

Jan 23, 2017

Did you know that “Older Americans are working longer and claiming their Social Security benefits later, new research from the Social Security Administration shows.” This week’s article reminded me that sometimes individuals work longer solely because their savings...

SOMETIMES IT’S FUN

Jan 16, 2017

Sometimes it is fun to take a moment and participate in a quiz about retirement. Answering questions and then comparing our responses to others gives us new opportunities to think about the choices we are making, and how we are planning for the future. This week’s...