CALCULATORS

This week we thought to share various Money and Retirement Tools in order to assist you in determining your financial resources and needs. It is a good idea to always have a clear understanding of your income and expenses so that you can better determine if your retirement planning seems on track. So when you get a chance, we suggest you plug your personal numbers into the Health Care Costs Calculator, Retirement Calculator and Social Security Benefits Calculator provided here, and then call us to talk about the results. We are always here to suggest options that may help you

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WORK, RETIREMENT AND FINANCIAL SECURITY IN THE 21ST CENTURY

WORK, RETIREMENT AND FINANCIAL SECURITY IN THE 21ST CENTURY This week’s article, written by the President of the Transamerica Institute and Executive Director of the Aegon Center for Longevity is called “Work, Retirement and Financial Security in the 21st Century”. The author ask the question “Should retirement be a fixed moment in time? A more flexible approach would enable us to extend our working lives, gradually transition and fully retire at an older age. It would afford the ability to stay active and continue earning income while saving for the day when we stop working altogether.” We might have some

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PREDICT THE FUTURE?

“Rather than attempting to predict the future, why not alleviate risk with a diversified retirement plan? FIAs are reliable products that can provide peace of mind and balance to anyone’s portfolio.” This week’s article caught my attention as it included several reasons why you might want to include FIAs as part of your retirement plan. After you have read it, give me a call. It might be time to review your plans and determine what can be done to help you accomplish your goals. We’re always here and look forward to hearing from you. Click Here to Read Full Article

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TAKEAWAYS

Following up on a presentation in DC where industry professionals and policy makers addressed “major challenges Americans face today when it comes to planning for retirement and responsibly managing their money during stock market swings”, this week’s article remarked that “Retirement plans come in all different shapes and sizes, based on your own unique needs, current finances, and dreams for the future. No matter the direction you plan to take your journey, keeping a balanced portfolio with risk and conservative options, like FIAs, and referencing tips shared by the event’s panelists, can set you on a path to a successful

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AGING IS NOT A TREND, IT IS HERE TO STAY

I was caught by one of the statements made in an article I heard this week and thought to share it with you here. “The smart investor will look beyond the ”baby boomer bulge” headlines and recognize that aging is not a trend but a revolutionary transformation.” Did you know that there will soon be 1 billion of us over 60? This makes me reflect on what seems to be a greater need for more and more people to find options for income that will last a much longer life time. Call us if you’d like to discuss what options

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