“One of the biggest risks to a comfortable retirement is running out of money too soon.” This week’s article gives you the ability to determine your projected shortfall or surplus at retirement by letting you see how long your current retirement savings will last. If your results are disappointing or cause you concern, call us. We can tell you about some options you may not have considered that may help increase your retirement income. We are always here to help. Click Here to Read Full Article

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 out living their income. Call us as you begin your planning. We may have some ideas you haven’t thought about. Click Here to Read Full Article

It is human nature to want a second opinion, whether it be for an ailment we might have or in response to the question “What can I do to better prepare for my retirement?”. That’s why I thought this week’s article would be of interest to you. Written by the Insured Retirement Institute, a leading not-for profit organization that represents the “entire supply chain of insured retirement strategies”, the Institute’s “members are the major insurers, asset managers, broker-dealers and 150,000 financial professionals.” They “advocate for the sustainable retirement solutions Americans need to help achieve a secure and dignified retirement.” Read

If you’re anything like me, you may not always have time to read an article or book that catches your interest. Because of that, I thought you might like this week’s article as it provides a re-cap of what the author believes are the “5 Best Retirement Reads of 2015”. Take a look and let us know if you have questions on any of the topics covered. We look forward to hearing from you, and we’re always here to help. Click Here to Read Full Article

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 an empty nester and want to discuss how to use your increased disposable income to help plan for your retirement, call us. We are always here to help. Click Here to Read Full Article