GLOSSARY OF TERMS

From time to time we come across publications that are beneficial for anyone owning or thinking of owning an annuity to have. This week’s publication is a glossary of terms that are often used when discussing this particular type of product, and it is in a form that is easy to print out and reference in the future. We thought to share it in order to better enable you to have a clear understanding of your options as you plan for your retirement. It is important to make independent decisions about what options are best for you, and without a

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DO YOU HAVE AN ILLUSION OF WEALTH OR AN ILLUSION OF POVERTY?

This week’s article tells us that “A new study has found that one difficulty workers saving for retirement have in judging whether they’re on track is that they could be under the “illusion of wealth” or, conversely, under the “illusion of poverty.” The study, “The Illusion of Wealth and Its Reversal,” published in the Journal of Marketing Research, found that the format in which information is presented affects an individual’s perception of wealth (or poverty).” We thought you might be interested in this study, and why individuals fall into one category or the other. Call us once you’ve had a

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QUESTIONS TO ASK

We always enjoy finding articles that help you to make good decisions for your financial future. This week’s article is one of those as it suggests some questions to ask that help determine what a good choice might be for you. “Indexed annuities offer a unique and attractive blend of safety, growth potential, tax advantages, lifetime income and liquidity” and it is important when you make your decision of which Annuity to purchase, to ask the right questions. Take a look at this week’s article. We think you will find it informative. Call us if you would like help in

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