Often, we think of retirement only as we are leaving our employment. This week’s article suggests we think about it when we evaluate a job offer, and that we factor in the value to a job offer what an employer’s retirement benefits can add. How is that evaluated? The...

This week we thought to share various Money and Retirement Tools in order to assist you in determining your financial resources and needs. It is a good idea to always have a clear understanding of your income and expenses so that you can better determine if your...

WORK, RETIREMENT AND FINANCIAL SECURITY IN THE 21ST CENTURY This week’s article, written by the President of the Transamerica Institute and Executive Director of the Aegon Center for Longevity is called “Work, Retirement and Financial Security in the 21st Century”....

“Rather than attempting to predict the future, why not alleviate risk with a diversified retirement plan? FIAs are reliable products that can provide peace of mind and balance to anyone’s portfolio.” This week’s article caught my attention as it included several...

Following up on a presentation in DC where industry professionals and policy makers addressed “major challenges Americans face today when it comes to planning for retirement and responsibly managing their money during stock market swings”, this week’s article remarked...

I was caught by one of the statements made in an article I heard this week and thought to share it with you here. “The smart investor will look beyond the ”baby boomer bulge” headlines and recognize that aging is not a trend but a revolutionary transformation.” Did...

This week’s article references a forum that was held this past week called “Weathering the Storm: Forum on Volatile Markets” which “discusses the challenges of today’s financial market, and more importantly, to explore ways Americans can plan for a secure retirement,...

We believe it is important for you to be informed, and wanted to provide you with this week’s article because it is time sensitive and discusses strategies phased out as part of the Bipartisan Budget Act of 2015. The article states that “Those who are full retirement...

If you’re anything like me, you may like to have hard copies of documents that discuss topics that are important to you so that you can refer back to them when you have questions. That’s why I thought to share this week’s article with you because it is an in depth...

This week’s article discusses managing risk with Fixed Indexed Annuities. The author writes that in “the past decade, the financial market has experienced extreme swings and with such volatility, Americans are rethinking traditional retirement income and investment...