Dan Orfin

Commentary: “Just like many big life moments such as getting married, or expanding your family, you need a plan and check-ups along the way. Retirement is no different. Your financial health can use a check-up on the road to retirement. With the right tools and proper planning, you can be Game Ready.” This week’s article […]

Commentary: Many think of a fixed indexed annuity only as it relates to themselves and as a way to obtain an income they can’t outlive in our retirement; but this week’s article tells us to be “Family Ready to celebrate all life can offer, with those who matter most. A fixed indexed annuity can help

Often, when we see statistics of what others are doing, we try to distinguish ourselves by saying ‘They’re different from me’. Interestingly, that may be the case when comparing retirement-readiness. This week’s article tells us “Understanding and comparing retirement-readiness scores of America’s workforce, industry by industry, shows there are important differences and surprising similarities across

“One of the biggest challenges in retirement is building a reliable stream of monthly income to support you for what could be a very long time. While retirees have long relied on bonds for this purpose, a retirement income expert recently told MONEY that there’s a better solution: income annuities.” Call us if you’d like

This week I thought you might want to “become more educated when it comes to retirement planning, especially as one in five Americans have absolutely nothing saved for their golden years. Enhancing your retirement confidence can include reading up on tips to boost your savings or testing your knowledge with quizzes like the “Master of

Did you know that changes in the distribution of age in the US population over the past years has accounted for about one-fifth of the increase in the expenditures for services versus goods? This week’s article is interesting because it tells us that “the rising percentage of the population over 60 and their larger consumption

Did you know that if you need “insurance for as long as you live and want to accumulate savings a universal policy” might be something you want to consider as a choice. Sometimes people “take a shortcut (such as simply buying a multiple of annual income).” Call us if you would like help in determining

Are you on track for where you need to be for retirement? This week I thought to share with you several calculators. “These customizable calculators will allow you to run different scenarios and discover how small adjustments could make a big difference for your retirement future.” Call us after you have your calculations because we

This week’s article tells us that “Financial stress is the number one source of stress for employees, according to a Price Waterhouse Coopers 2019 survey. Financial matters outrank any other source of stress combined, including health and relationships. Retirement can be a key driver in that stress with nine out of 10 people reporting they

This week’s article tells us “to diversify, products like a fixed indexed annuity can offer balance, growth potential with principal protection, and a steady income stream during retirement.” Don’t let misconceptions derail your best solution for balance and security. Did you know that “Not every retirement account can guarantee a steady lifetime income stream like