DID YOU KNOW?

Did you know that “Americans are not taking the necessary steps to put saving for the future over current expenses. In fact, a quarter of Baby Boomers – the age group closest to retirement – have less than $5,000 saved for retirement and nearly one in five Americans have no idea how much they’ve saved.” …

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FEARS

This week’s article caught my attention by the manner in which it addressed an issue we talk about frequently. The article’s opening paragraph was “Imagine fearing life more than death. That’s a reality many Americans face as nearly 50 percent of Americans are afraid of outliving their income or their inability to pay for basic …

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DEBUNKING MYTHS

Often times people find themselves in the middle of conversations where the speaker is telling them things that relate to their retirement planning, or other financial matters and what is being said is scary, but difficult to know if it is actually true or not. Because of this, we thought to share with you an …

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HOW ANNUITIES WORK

This week’s publication may be of interest to you because it discusses a wide range of topics surrounding annuities. It tells the reader that “Annuities may help you meet some of your mid- and long-range goals, such as planning for your retirement and for a child’s college education. This Financial Guide tells you how annuities …

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WHAT OLDER ADULTS NEED TO KNOW ABOUT MONEY

This week I thought to share with you a publication that addresses five important financial issues of interest to older adults: “Social Security, health and long-term care insurance, later-life investing, creating a retirement “paycheck,” and estate planning”. We have some ideas for that retirement “paycheck” and would look forward to sharing them with you. Call …

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BACK TO BASICS

Sometimes it is good to go back to basics. That’s why I thought this week’s article might be of interest to you. It explains the basics about what a Fixed Indexed Annuity is, and says that because of the features explained in the article “the value of your money will never decline for as long …

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CALCULATORS

This week we thought to share various Money and Retirement Tools in order to assist you in determining your financial resources and needs. It is a good idea to always have a clear understanding of your income and expenses so that you can better determine if your retirement planning seems on track. So when you …

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WORK, RETIREMENT AND FINANCIAL SECURITY IN THE 21ST CENTURY

WORK, RETIREMENT AND FINANCIAL SECURITY IN THE 21ST CENTURY This week’s article, written by the President of the Transamerica Institute and Executive Director of the Aegon Center for Longevity is called “Work, Retirement and Financial Security in the 21st Century”. The author ask the question “Should retirement be a fixed moment in time? A more …

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