WHAT OLDER ADULTS NEED TO KNOW ABOUT MONEY

This week I thought to share with you a publication that addresses five important financial issues of interest to older adults: “Social Security, health and long-term care insurance, later-life investing, creating a retirement “paycheck,” and estate planning”. We have some ideas for that retirement “paycheck” and would look forward to sharing them with you. Call us if you’d like to learn more. We’re always here to help. Click Here to Read Full Article

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VACATIONS AND RETIREMENT

Did you know that people spend more time planning their summer vacations than they do for their retirement? So said one study that is quoted in this week’s article. “While a vacation may last a week or two, retirement may last upwards of 30 years. Neglecting to plan for a period of your life that might last nearly three decades, during which you’ll need to rely on savings, may make your golden years more difficult than you’d expect.” We’d welcome the opportunity to discuss your retirement plans and sort through some options for income that can last your lifetime and

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BACK TO BASICS

Sometimes it is good to go back to basics. That’s why I thought this week’s article might be of interest to you. It explains the basics about what a Fixed Indexed Annuity is, and says that because of the features explained in the article “the value of your money will never decline for as long as it is in the annuity. But it can increase with a rising index, offering growth potential. Once interest is credited, it can never be lost due to interest rate adjustments or negative market fluctuations, and it may even compound. Indexed annuities offer low risk,

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RETIREMENT QUESTIONS FOR A JOB

Often, we think of retirement only as we are leaving our employment. This week’s article suggests we think about it when we evaluate a job offer, and that we factor in the value to a job offer what an employer’s retirement benefits can add. How is that evaluated? The article suggests you ask yourself four questions: Are employees offered retirement savings vehicles? Does the company match contributions? What is the vesting period? And, Are the retirement offerings sufficient for your retirement goals? Call us if you have any questions about how the answers to these questions may impact on you

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