AGING IS AN OPPORTUNITY

“Around the world, people are living longer as birth rates decline. As this dramatic shift in global demographics escalates, both public policymakers and the private business sector must reevaluate their long-term strategies. The changing landscape offers significant rewards for those with the foresight to adapt.” We know you have the foresight to think about your retirement, but do you need help coming up with some options to obtain a monthly income you can’t outlive? Call us, we’re always here to help and may have some ideas for you. Click Here to Read Full Article

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OCTOBER MARKS THE MONTH

Did you know that “October marks National Financial Planning Month, a time when Americans can look at how they are saving, their retirement goals, and how they can create a tailored approach that works for them.” We thought you might enjoy this week’s article because it talks about five things to consider as you reflect on your retirement plans. Call us if you have any questions, we are always here to help. Click Here to Read Full Article

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PICK UP WHERE SOCIAL SECURITY LEAVES OFF

Did you know that among the tools that is being promoted as trying to give Americans a better shot at a more secure retirement are Fixed Index Annuities. At its simplest, an annuity is something you buy with a sum of money in exchange for a monthly check for the rest of your life. “If the biggest risk in retirement is running out of money, an annuity can help guarantee that you won’t. In effect, it allows you to buy the pension that your employer has probably stopped offering, and it can help pick up where Social Security leaves off.”

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HAVING YOUR CAKE AND EATING IT TOO!

I thought you might be interested in this week’s article because it mentioned a goal that I have been hearing more and more people mention in recent weeks. The author asks if you are seeking “a guaranteed minimum rate of return that never varies regardless of market swings”, and if you are also interested in a product “where the insurance company assumes the risk”. Call us if this interests you and we’ll answer any questions you might have.We’re always here to help! Click Here to Read Full Article

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UNDERSTANDING

When making decisions about retirement, whether it be when we will take it, or how we will fund it, sometimes all it takes is a better understanding of what the options are. That’s why this week I thought to share with you what I thought to be a comprehensive but very simply written publication on understanding what a Fixed Index Annuity really is all about. Take a look and let me know if you think this kind of product can help you feel better about your retirement solutions. We’re always here to help. Click Here to Read Full Article

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