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HEDGING AGAINST SOMETHING BAD

This week’s article spoke about annuities offering “a hedge against something bad happening to your money, like a huge loss in a stock market collapse. Instead of personally managing your money and assuming risks inherent in stocks and mutual funds, you buy an annuity...

FUEL FOR RETIREMENT

We read an article the other day from a library of information we have access to and thought it would interest you to know that it discussed “higher interest rates, of course, mean higher payout rates on annuities.” We like fixed annuities because they can provide an...

BALANCE

When you think about the things that fill your life what are you goals? Most people will say that a work-life balance is important. When you think about retirement, do your thoughts also lean toward balance? This week’s article tells us that for most people their goal...

RETIREMENT PLANNING WORKSHEET

With a title like “Sharpen your pencils, let’s work the numbers” I knew you would enjoy being provided with the opportunity to see how ready you are for retirement, and if your numbers add up to what you thought they would in terms of your ideas of where to put your...

DIFFERENCES

Did you know that your readiness for retirement may vary depending on your occupation? This week’s article sets out a “Retirement-Readiness Score by Industry” and provides information to understand the differences and surprising similarities across the occupations....

BASICS AND BALANCE

This week’s article “Fixed Indexed Annuities 101” made me smile because it brought back memories of my younger days in school, and I was reminded that even as we grow older, especially when planning for our retirement, it is sometimes best to go back to basics. The...

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...

NO BETTER TIME THAN THE PRESENT

This week’s article speaks to the fact that “living comfortably in retirement is indeed possible”. To achieve this goal, it is important for retirees to develop a “strategic plan that allows stability in their golden years to be reality”. This is not a...

CONSIDER YOUR FUTURE OBLIGATIONS

Annuities are usually discussed in the context of planning for retirement, but have you ever considered the use of an annuity to meet other types of future obligations or needs? This week’s article does just that when it discusses the use of an annuity to ensure an...

A SIMPLE WAY

This week’s article discusses how most people crave guaranteed income in retirement. In fact “six in 10 people ages 55 and older place a value on having guaranteed income to supplement what they’ll get from social security”. Survey responders in the article said the...

FEATURED ARTICLES

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Educate Yourself

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Understand the Basics

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Who's who in a Fixed Index Annuity

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Understand the Benefits

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Tax Deferral

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Indexed Interest Potential

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Protection Benefits

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