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WEALTH ACCUMULATION AND INCOME YOU WON’T OUTLIVE

Jan 18, 2016

This week’s article speaks about the emergence of Fixed Indexed Annuities (FIAs) “as a top choice for soon-to-be retirees due to their potential for wealth accumulation.” We have spoken in the past about the option of using FIAs for income that you won’t outlive. This...

THOSE WHO PLAN

Jan 11, 2016

Did you know that “those who plan are estimated to save more than 3x those who don’t”? This week’s article reminds us of this. We’ve always thought that budgeting was important, especially when planning for retirement. You should also remember to take into account...

THINKING TOWARD THE FUTURE

Jan 8, 2016

As we close out 2015, it seems appropriate to reflect on the past year and plan for the future. A comment in this week’s article caught my attention as it seemed to do both. ”Fixed-index annuities, a type of annuity that benefits from market gains, have become more...

GUIDANCE

Jan 8, 2016

Over a year ago I read an article that appeared on the US Treasury Department’s website that stated “In order to help retirees manage their savings and ensure they have a stream of regular income throughout retirement, the U.S. Department of the Treasury and the...

GIVING

Jan 8, 2016

This week’s article on the topic of Giving reminds us that at this time of year when we think about what gift to give to our loves ones “ it’s worthwhile to take some time and consider whether the family members and friends who are beginning to prepare for retirement...

GUARANTEES OR DREAMS AND HOPES?

Jan 8, 2016

Many of us think of our 401K or IRA account as the source of our retirement income. The question is, how much income will it provide? Regardless of the amount of money we have saved, it is difficult to determine the exact amount of income we will obtain from it, in...