The other day a friend told me that sometimes it was easier to explain what something was by telling what it was typically used for. This week’s article does a good job of telling us that “the usual purpose of a deferred annuity is to accumulate value for a retirement...

This week’s article provides some resources I thought to share with you relating to beneficiary designations on financial assets such as checking, life insurance and retirement accounts. Because “each of these accounts has a named owner and often a beneficiary to...

This week’s article writes about topics on all of our minds right now, summer vacation! Just as you may have been busy this past year planning ahead, saving and budgeting both your time and money for a summer vacation, those same disciplines apply to getting “your...

This week’s article tells us that the typical U.S. household has few retirement savings, and that most people rely on social security. One of the reasons is the reduction in employers offering any retirement plan, and another is for those that do, there seems to be a...

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...

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...

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 “...

“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...

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 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...