Month: January 2018

WHAT KIND?

If you are anything like me, you become frustrated when financial conversations around you include terminology that everyone assumes you understand. While it is an understandable language to say that we are all probably concerned with how to fund our retirement years, what is not so well understood is the difference between a fixed and …

WHAT KIND? Read More »

SLAM DUNK

This week’s article discussed strategies for “when your bucket list doesn’t match your budget” in retirement. Is that true for you? One idea discussed related to annuities where the author stated that “Most importantly, to generate guaranteed income in retirement, annuities are a slam dunk.” Because there are so many kinds of annuities out there, …

SLAM DUNK Read More »

ARE YOU ONE IN FIVE?

Would it surprise you to learn that one in five Americans have absolutely nothing saved for retirement? This week’s article tells us that “As of right now, nearly 90% of Americans admit that they are not very confident about their retirement preparedness.” How are you feeling about your retirement? Call us if you would like …

ARE YOU ONE IN FIVE? Read More »

Scroll to Top