GROWTH POTENTIAL BUT MORE IMPORTANTLY PRINCIPAL PROTECTION

I found this week’s article timely as the markets rise and dip. This week’s article says that “Fixed Indexed Annuities combine the stability and guarantees of a fixed product with growth potential based on the performance of an underlying securities index such as the...

BASIC BUILDING BLOCKS

This week’s article begins with a thought we have often discussed; “Annuities have long been the basic building blocks of the U.S. retirement income system.” Economists generally agree that many retirees would benefit if they annuitized at least some of their...

HIGH TECH OR HIGH TOUCH

This week’s article reminds us that “While high-tech solutions offer tremendous convenience, some things are still much better when they are high-touch. One of these things is retirement planning and creating a financial plan for the future. There are many options and...

RETIREMENT READY QUIZ

From time to time clients will ask me about on-line tools they can use to help analyze and judge their preparations for retirement. Sometimes it is beneficial to insert various figures into an analysis and get a better idea about where you fall in terms of your income...

RETIREMENT PITFALLS

This week’s article tells us that “When it comes to retirement planning, one of the most important things you can do is to make sure you’re creating a portfolio that will provide you with lifetime income.” That may seem like a daunting task when interest rates are so...

RETIREMENT IQ

This week’s article takes a close look at “new research that shows a startlingly low retirement IQ” Staying informed and being educated are important and so I thought to share with you three tips to saving for retirement that are mentioned in the article: begin saving...