Month: February 2016

SHORTFALL OR SURPLUS

“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. …

SHORTFALL OR SURPLUS Read More »

HAPPY BIRTHDAY

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 …

HAPPY BIRTHDAY Read More »

RETIREMENT READS

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 …

RETIREMENT READS Read More »

Scroll to Top