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Sometimes it is important to go back to basics and talk about the meaning of words that are often used when discussing options for getting that lifetime income you need. “Annuitization is one asset management strategy for retirees seeking to secure lifetime income.” If you are looking to obtain guidance in or near retirement and […]

The other day a friend told me that sometimes it was easier to explain what something was by telling what it was typically used for. This week’s article does a good job of telling us that “the usual purpose of a deferred annuity is to accumulate value for a retirement income that is typically received

This week’s article writes about topics on all of our minds right now, summer vacation! Just as you may have been busy this past year planning ahead, saving and budgeting both your time and money for a summer vacation, those same disciplines apply to getting “your retirement savings on track”. We take away three easy

“Imagine trying to take an around-the-globe trip without looking into the details. In essence, that’s what millions of Americans do every day as they ponder retirement. They head out on the journey and hope for the best.” We believe that the best course of action is one that is planned out, planned well, and planned

We often talk about retirement in terms of understanding what expenses will be, and then comparing that to sources of income. An additional factor in this equation for retirement that is sometimes forgotten is inflation. This week’s article tells us that “the popular measure of inflation, sometimes called headline inflation—rose by 1.9 percent in May

This week’s article that I thought to share with you is called “The Secret to Generating Lifetime Income.” It states that “one solution to help ensure lifetime income is adding a fixed indexed annuity (FIA) to your retirement portfolio. These products can help balance your portfolio and generate guaranteed income for life.” We certainly don’t

The editor of this week’s article wrote that “An annuity can be a very smart retirement investment for many people. That’s not just because an annuity can provide a secure revenue stream — a monthly check — for the rest of your life, no matter how long you live. On top of that, the longer

A common concern when planning for retirement is the difficulty in knowing exactly how much income the retiree will have, and how long that income will last. It is also sometimes difficult to understand how different products work. Because retirees often choose to purchase an annuity with a guaranteed lifetime income to help them with

This week’s article tells us that “A new study has found that one difficulty workers saving for retirement have in judging whether they’re on track is that they could be under the “illusion of wealth” or, conversely, under the “illusion of poverty.” The study, “The Illusion of Wealth and Its Reversal,” published in the Journal