DID YOU KNOW?

Did you know that “Americans are not taking the necessary steps to put saving for the future over current expenses. In fact, a quarter of Baby Boomers – the age group closest to retirement – have less than $5,000 saved for retirement and nearly one in five Americans have no idea how much they’ve saved.” So states an article written by the Indexed Annuity Leadership Council. How much have you saved? To help you place your savings in context, find out how much you’ll need for retirement using a calculator here. Let us know if you need any assistance in

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FEARS

This week’s article caught my attention by the manner in which it addressed an issue we talk about frequently. The article’s opening paragraph was “Imagine fearing life more than death. That’s a reality many Americans face as nearly 50 percent of Americans are afraid of outliving their income or their inability to pay for basic necessities like healthcare, according to a new survey released by the IALC.” Don’t let fear immobilize you from learning about some options that may be available to you, and which provide income you can’t outlive. Call us, we’re always here to help. Click Here to

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DEBUNKING MYTHS

Often times people find themselves in the middle of conversations where the speaker is telling them things that relate to their retirement planning, or other financial matters and what is being said is scary, but difficult to know if it is actually true or not. Because of this, we thought to share with you an article that discusses “Debunking 12 Myths about Fixed Indexed Annuities”. The article ‘tells it like it is’ and references frequently made statements that bear further discussion to ‘debunk’ what is true, and what is not. We think you will enjoy reading it, and welcome any

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HOW ANNUITIES WORK

This week’s publication may be of interest to you because it discusses a wide range of topics surrounding annuities. It tells the reader that “Annuities may help you meet some of your mid- and long-range goals, such as planning for your retirement and for a child’s college education. This Financial Guide tells you how annuities work, discusses the various types of annuities, and helps you determine which annuity product (if any) suits your situation”. We’d welcome the opportunity to discuss with you both how to shop for an annuity once you know which type you believe you need. Call us,

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