TOP TWO REASONS

This week’s article discusses a new retirement institute study of annuity owners which found “the top two reasons consumers buy annuities are to supplement Social Security/pension income and to receive guaranteed income payments for life.” If you are looking for this type of income during your retirement call us, we’re always here to help. Click Here to Read Full Article

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JOIN THE CLUB

This week’s article caught my eye at the outset when it stated “In case you didn’t know, there is such a thing as a lifetime income club. Of course, it goes by another name: annuities.” The author of the article, the Chief Academic Officer of The American College of Financial Services tells us “To an economist, an annuity is the most sensible way to provide safe income in retirement.” Call us if you are looking for this kind of safe income in retirement. We’re always here to help. Click Here to Read Full Article

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THE BIG SURPRISE

Have you ever thought about why people haven’t saved more for their retirement? “Financial shocks leave a mark on financial outcomes such as your ability to retire,” said one of the authors of RAND’s study on savings regrets. “The shocks can be quite serious and set people back, in some cases, for the rest of their life.” Do you need help regrouping from a “surprise”? Call us, we may be able to offer you some options you have not considered. We’re always here to help. Click Here to Read Full Article

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GOALS

With the New Year, we often reflect on goals and resolutions. This week’s article tells us “Surveys of retirement-age baby boomers indicate they no longer seek high growth in their portfolios. Instead, they express a desire for guaranteed lifetime income, safety of principal, and related qualities. Annuities meet those goals”. If these are your goals in this New Year, give us a call. We’re always here to help you achieve them. Click Here to Read Full Article

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