HOW DO THEY WORK?

I read an article this week on “How do fixed index annuities work?” and thought to share it with you. The article explains that the money used to buy the annuity is invested by the insurance company and then the annuity goes into what is called the “accumulation...

INCREASING INCOME WHEN THE ODDS ARE STACKED AGAINST YOU

This week’s article was interesting to me because it referenced recent articles that suggest “retirees refrain from withdrawing any more [from their retirement account] than they are allowed under required minimum distribution rules” and it went on to talk about at...

MANAGING RISK

This week’s article discusses managing risk with Fixed Indexed Annuities. The author writes that in “the past decade, the financial market has experienced extreme swings and with such volatility, Americans are rethinking traditional retirement income and investment...

BENEFITS GUIDE

If you’re anything like me, you may like to have hard copies of documents that discuss topics that are important to you so that you can refer back to them when you have questions. That’s why I thought to share this week’s article with you because it is an in depth...

ARE YOU FULL RETIREMENT AGE NOW OR IN THE NEXT SIX MONTHS?

We believe it is important for you to be informed, and wanted to provide you with this week’s article because it is time sensitive and discusses strategies phased out as part of the Bipartisan Budget Act of 2015. The article states that “Those who are full retirement...