FREQUENTLY ASKED QUESTIONS It is always important to “get the answers you need to help calculate your path to retirement.” This week’s article goes a long way toward helping you navigate the way by providing information about frequently asked questions you may have about an option you are considering. Learning more about your choices is good, so call us if there is anything you’d like to discuss. We’re always here to help. Click Here to Read Full Article

Did you know that “recent studies put the “retirement income gap,” the difference between the amount of money retirees have saved and what they need to maintain their standard of living in retirement, at $7.7 trillion. In addition, retirement savings are subject to market volatility, interest rate fluctuations, longevity risk and escalating retiree health-care expenses. One solution to this problem is a product that economists agree to be one of the only providers of guaranteed income outside of Social Security and pensions — annuities.” Call us if you’d like to know more about this option for guaranteed income. We’re always

The Stanford Center on Longevity published an article that I thought you might like to read. While it said “current studies show that individuals’ confidence in the ability to retire comfortably, or to retire at all, are at new lows”, it went on to explain “this is because retirees and pre-retirees often fall prey to several “pitfalls” surrounding retirement planning.” As you think about your retirement plans, call us. We may know of some options you have not considered. We’re always here to help. Click Here to Read Full Article

With fewer and fewer companies funding retirement plans, “retirees have become dependent on savings that are often inadequate to fund their retirements. Recent studies put the “retirement income gap,” the difference between the amount of money retirees have saved and what they need to maintain their standard of living in retirement, at $7.7 trillion. In addition, retirement savings are subject to market volatility, interest rate fluctuations, longevity risk and escalating retiree health-care expenses. One solution to this problem is a product that economists agree to be one of the only providers of guaranteed income outside of Social Security and pensions