This week’s article provides some resources I thought to share with you relating to beneficiary designations on financial assets such as checking, life insurance and retirement accounts. Because “each of these accounts has a named owner and often a beneficiary to...

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...

This week’s article tells us that the typical U.S. household has few retirement savings, and that most people rely on social security. One of the reasons is the reduction in employers offering any retirement plan, and another is for those that do, there seems to be a...

“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...

We believe in educating our clients, and appreciate the frustration that can occur when conversations about retirement planning include words that may be new, or difficult to understand. Because of this we thought to give you an extensive glossary of terms that you...

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...

Whether we are dealing with personal loans like paying off a home or car, or having discussions with family members about paying student loans, the conversation often circles back to the heart of the problem; finding ways to save money while simultaneously paying off...

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...

“While a whopping 94 percent of Americans currently give themselves a passing grade on retirement, a third of them have confessed to stopping retirement savings at least once”, according to a new report cited in this week’s article. Stopping savings can happen for a...

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...