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I thought to share with you this week’s article because it provided an abstract of a study done that concludes that “a disturbingly large number of investors think they are on a path toward a comfortable retirement, but they are unlikely to reach their destination due to their unrealistically optimistic growth forecasts for their retirement […]

The Brookings Institute recently published a study where they reported that “in a recent nationwide poll, 73 percent of Americans said they do not have the financial skills to manage their money in retirement. Converting retirement savings balances into a stream of retirement income creates difficult choices. The necessary decisions – made in the presence

This week’s article reminds us “given that an employee may have worked for several employers, who may have merged, sold their plans, or gone bankrupt, it is very difficult for the average person to know where to get help in finding out whether or not he or she is receiving all of his or her

As you enter a new year thinking of the changes you will make in the months to come, I thought to share with you an article that discusses differences that may relate to decisions you will make in your retirement planning. This week’s article tells us “Both annuities and life insurance should be considered in

During this holiday season it is important to take a moment and acknowledge that no matter where we are in our retirement planning, we are joined together with gratitude at celebrating the beginning of a new year. We remain committed to working with you planning a better retirement, where your future years are less stressful,

This week’s article discusses something we don’t always focus on when it comes to our retirement objectives; we want both growth and income. While for sure we don’t want to lose any of our initial investment in whatever product we choose, we still want it to grow. A fixed-index annuity offers “both a potential source

When I saw the phrase “Silver is the new green” in this week’s article I knew I had to share the article with you. “Aging is”, as the article says, “an opportunity”, and “the changing landscape offers significant rewards for those with the foresight to adapt.” Part of that adaptation includes evaluating where you stand

Commentary: This week’s article provides a budgeting exercise “to identify potential income shortfalls” so that you can think about what options you have to cover life’s unexpected expenses. Call us after you have taken a look so that we can discuss some choices you may have. We’re always here to help. Click Here to Read

Commentary: “Just like many big life moments such as getting married, or expanding your family, you need a plan and check-ups along the way. Retirement is no different. Your financial health can use a check-up on the road to retirement. With the right tools and proper planning, you can be Game Ready.” This week’s article

Commentary: Many think of a fixed indexed annuity only as it relates to themselves and as a way to obtain an income they can’t outlive in our retirement; but this week’s article tells us to be “Family Ready to celebrate all life can offer, with those who matter most. A fixed indexed annuity can help