In the News

It is important to understand certain products being discussed in the news as it relates to proposed changes with your qualified 401K funds. The changes are being reported as coming about due to the great numbers of retirees who are outliving their savings. That is...

Retire Your Risk

Will your monthly income plan provide you with the money you need? “Retiring comfortably is a goal shared by most. Annuities can provide guaranteed income every month with growth potential.” This week we thought to share with you a quick quiz that may help you find...

Can Your Kids Ruin Your Retirement?

This week’s article illustrates what the author calls “one of the biggest threats to your retirement - - your kids.” He tells us that the percentage of 25 to 35 year olds living at home is ”almost double the share of today’s older retirees who were in the same...

Retirement Challenges for Those in Physically Demanding Jobs

Commentary: I read about a study I thought might interest you. “This report examines the retirement readiness of people who are in physically demanding jobs. Due to the strenuous nature of their work, these workers are at risk of aging out of their occupation before...

The Role of Confidence

This week’s article discusses how owning a certain financial product can influence on an emotional level the confidence that retirees feel. Researchers interviewed “income annuity owners to provide insight into the emotional impact of guaranteed income. They found...

Grumps and Complainers

This week’s article out of London begins by telling us that in that city, known for “grumps and complainers”, a new study reveals that retirees with a guaranteed lifetime income stream can find true happiness.” This study related to Britain’s first-ever national...

What is your RISE Score?

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...

LOOKING BACK ON RETIREMENT PREPARATIONS

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...

EFFICIENCY

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...

DON’T ASSUME

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...

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Educate Yourself

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Understand the Basics

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Who's who in a Fixed Index Annuity

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Understand the Benefits

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Tax Deferral

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Indexed Interest Potential

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Protection Benefits

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