WEATHERING THE STORM

This week’s article references a forum that was held this past week called “Weathering the Storm: Forum on Volatile Markets” which “discusses the challenges of today’s financial market, and more importantly, to explore ways Americans can plan for a secure retirement, despite market swings and ever-change workplace structures.” Call us if you would like to discuss some options for providing income in your retirement planning. We’re always here to help. Click Here to Read Full Article

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ARE YOU FULL RETIREMENT AGE NOW OR IN THE NEXT SIX MONTHS?

We believe it is important for you to be informed, and wanted to provide you with this week’s article because it is time sensitive and discusses strategies phased out as part of the Bipartisan Budget Act of 2015. The article states that “Those who are full retirement age or those who will reach it in the next six months will still have the opportunity to file-and-suspend before the crackdown takes effect after April 29, 2016. Furthermore, anyone who was born in 1953 or earlier (or Jan. 1 of 1954) will still be able to do a restricted application for spousal

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BENEFITS GUIDE

If you’re anything like me, you may like to have hard copies of documents that discuss topics that are important to you so that you can refer back to them when you have questions. That’s why I thought to share this week’s article with you because it is an in depth resource guide to What You Need to Know When You Get Retirement Benefits. Take a look and call if you have any questions you think we can help you with. We always enjoy hearing from you. Click Here to Read Full Article

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MANAGING RISK

This week’s article discusses managing risk with Fixed Indexed Annuities. The author writes that in “the past decade, the financial market has experienced extreme swings and with such volatility, Americans are rethinking traditional retirement income and investment sources.” Further, the author goes on to say that “many financial experts see this return to a high volatility market as being the new normal, with the expectation of another large market correction looming on the horizon, an inevitability driven by competing economic factors.” In response to this need for a way to protect savings from volatility over the long-term, the article identifies

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