Did you know that there is a Retirement Income Security Evaluation Score (RISE Score™) much like a credit score on a zero to 850 scale, but for your retirement. “The purpose is to provide you with an estimated measure of income security to help you determine whether...
Sometimes hindsight can provide a valuable lesson. While retirement is highly personal, I thought you might find it interesting to read the result of a study that looked back on what the financial preparations for retirement looked like. The study showed that among...
This week’s article tells us that “Annuities are one of the most efficient ways to generate guaranteed income. This is demonstrated through a series of three case studies which looked at combination strategies using both annuities and investments compared to...
Commentary: I read an interesting study the other day that I thought to share with you. The study discussed something that we may incorrectly assume will happen as we continue to plan for our retirement, and that relates to keeping in mind that if you plan to continue...
“Every retirement is different, each with its own financial plan and unique needs, but many of today’s retirement goals include achieving asset protection, growth opportunities, and a reliable income source. Fixed index annuities are a long-term retirement product...
I read a flyer the other day that caught my eye. It said “Losses can be recuperated but time cannot.” So true. What to do when losses have been incurred but you are later on in years can be a stressful situation to confront. We can help explain the role that a Fixed...
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