May 2021

The New Retirement

As we are starting to emerge without masks, this week’s article discusses the ways that COVID-19 has impacted the economy and retirement. “COVID-19 has accelerated many of the trends that were already challenging the outdated study-work-retire model…” and has us rethinking retirement.   If you’re feeling less secure about your finances due to the pandemic, …

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Retirement Calculator

This week’s article includes a retirement calculator to assist you in determining whether you are successfully targeting what you need for a secure retirement. It even includes information about Social Security (which is calculated on a sliding scale based on your income) and how to allocate for a non-working spouse in your plan. Household income, …

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Limited Time Bonus

Did you hear? A major insurance carrier is offering a larger than ever BONUS on one of its products. It’s too good, and only offered for a limited time! Call us so we can provide you with all of the updated information. (248) 918-5100

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