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...

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...

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...

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...

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....

Often, when we see statistics of what others are doing, we try to distinguish ourselves by saying ‘They’re different from me’. Interestingly, that may be the case when comparing retirement-readiness. This week’s article tells us “Understanding and comparing...

“One of the biggest challenges in retirement is building a reliable stream of monthly income to support you for what could be a very long time. While retirees have long relied on bonds for this purpose, a retirement income expert recently told MONEY that there’s a...

This week I thought you might want to “become more educated when it comes to retirement planning, especially as one in five Americans have absolutely nothing saved for their golden years. Enhancing your retirement confidence can include reading up on tips to boost...

Did you know that changes in the distribution of age in the US population over the past years has accounted for about one-fifth of the increase in the expenditures for services versus goods? This week’s article is interesting because it tells us that “the rising...

Did you know that if you need “insurance for as long as you live and want to accumulate savings a universal policy” might be something you want to consider as a choice. Sometimes people “take a shortcut (such as simply buying a multiple of annual income).” Call us if...