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 resource guide to What […]

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 sources.” Further, the author goes on to say that “many financial experts see this return to a high

This week’s article was interesting to me because it referenced recent articles that suggest “retirees refrain from withdrawing any more [from their retirement account] than they are allowed under required minimum distribution rules” and it went on to talk about at least two problems with this approach: One of them is that few retirees “have

I read an article this week on “How do fixed index annuities work?” and thought to share it with you. The article explains that the money used to buy the annuity is invested by the insurance company and then the annuity goes into what is called the “accumulation phase”. This is where the annuity will

I was surprised to read in this week’s article that “the average 65-year-old couple will pay $240,000 in out-of-pocket costs for health care during retirement.” This expense, which many retirees underestimate, highlights how important it is to “consider retirement products that can ensure lifetime income so you can be prepared for unexpected medical costs.” Call

The first of six questions that this week’s article asks is “Am I investing in an annuity to save for retirement or generate guaranteed retirement income, or both?” Asking this question highlights the multiple roles that an annuity can play in your retirement planning, and answering the question will help you decide which annuity better

“One of the biggest risks to a comfortable retirement is running out of money too soon.” This week’s article gives you the ability to determine your projected shortfall or surplus at retirement by letting you see how long your current retirement savings will last. If your results are disappointing or cause you concern, call us.

Did you know that 21 years ago Fixed Indexed Annuities were first introduced to consumers “as a key product for helping plan a secure, dependable source of income for retirement”? Year in and year out, retirees seem to search for help in planning for a retirement they can look forward to, instead of worrying about

It is human nature to want a second opinion, whether it be for an ailment we might have or in response to the question “What can I do to better prepare for my retirement?”. That’s why I thought this week’s article would be of interest to you. Written by the Insured Retirement Institute, a leading

If you’re anything like me, you may not always have time to read an article or book that catches your interest. Because of that, I thought you might like this week’s article as it provides a re-cap of what the author believes are the “5 Best Retirement Reads of 2015”. Take a look and let