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Did you know that 21 years ago Fixed Indexed Annuities were first introduced to consumers “as a key product for helping plan a secure, dependable source of income for retirement”? Year in and year out, retirees seem to search for help in planning for a retirement they can look forward to, instead of worrying about […]

While many couples find they have more disposable income when they become empty nesters, this week’s article talks about what often happens to that money. “It turns out that when the last of their children leave the nest, parents are spending substantial amounts of money, but not necessarily on preparing for retirement.” If you are

This week’s article speaks about the emergence of Fixed Indexed Annuities (FIAs) “as a top choice for soon-to-be retirees due to their potential for wealth accumulation.” We have spoken in the past about the option of using FIAs for income that you won’t outlive. This article draws our attention to an additional consideration. Call us

Did you know that “those who plan are estimated to save more than 3x those who don’t”? This week’s article reminds us of this. We’ve always thought that budgeting was important, especially when planning for retirement. You should also remember to take into account that your expenses may increase. Even if some expenses disappear, there

As we close out 2015, it seems appropriate to reflect on the past year and plan for the future. A comment in this week’s article caught my attention as it seemed to do both. ”Fixed-index annuities, a type of annuity that benefits from market gains, have become more popular in recent years as investors wary

This week’s article on the topic of Giving reminds us that at this time of year when we think about what gift to give to our loves ones “ it’s worthwhile to take some time and consider whether the family members and friends who are beginning to prepare for retirement are adequately prepared to step

Sometimes it is important to go back and review the basics. I thought to refer you to this week’s article because I think it does a good job of highlighting some basic information about annuities. It talks about two categories of annuities, Fixed and Variable. The article states that a Fixed has a “Guaranteed minimum

I came across a press release issued by the U.S. Department of the Treasury a little less than a year ago, and thought to share it with you. J. Mark Iwry, Senior Advisor to the Secretary of the Treasury and Deputy Assistant Secretary for Retirement and Health Policy was quoted as saying “As boomers approach