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...

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...

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...

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...

“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...

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...

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...

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...

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...

This week I thought to share with you "a worksheet as a resource to help plan for your retirement by reviewing your income needs. Fill in the blanks to see what you have currently saved, where your savings may fall short, and to see if fixed indexed annuities fit into...