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WHAT DOES THAT REALLY MEAN?

It is always important to understand what is really meant by the words used by someone trying to give you advice on your retirement planning. That is why we thought to share with you a list of some key terms, and to “encourage you to understand the most commonly used...

THE NEXT BIG THING

I thought to share this week’s article with you when I read “Retirement could last decades, so it’s smart to look into ways to grow and protect your nest egg for the long run.” Decades is a long time, especially when you think that you most likely won’t be working...

DO YOU NEED A SECURITY BLANKET?

It is not difficult to understand why, as this week’s article reports “Americans routinely report anxiety about money, particularly middle-aged people,” especially when they begin to think about retirement. In this day and age where loss of jobs is a reality, and...

REPLACEMENT RATIO

Someone asked me the other day to explain to them what a “Replacement Ratio” meant and so I thought to share this with you. Typically the phrase refers to the percentage of pre-retirement income you will need to generate once you stop working in order to maintain the...

HOW READY ARE YOU FOR THE NEXT BIG THING?

This week’s article tells us “Whether your retirement is 20 years away or two, it’s good to see you are not leaving it to chance. Retirement could last decades, so it’s smart to look into ways to grow and protect your nest egg for the long run. Fixed Indexed annuities...

FILET MIGNON AND A WINE TOUR

When was the last time you thought about retirement in terms of the pleasures it could bring you instead of in terms of the fear of having enough money to last? I thought about that when I read this week’s article which asks “What City Fits Your Retirement Soul, and...

MOVE?

I really liked this week’s article because it reflected a conversation I had with a friend the other day. We were discussing how retirement cash flow needs have so much to do with where you live. And if we work backwards and see how much money we have saved, and try...

CAN YOU AFFORD IT?

What are the options for obtaining a steady stream of income when we are elderly and really need it? This week’s article discusses how “an annuity can ensure that a retiree is able to afford assisted living. Immediate annuities promise a steady stream of payments, no...

DON’T BE HEARTBROKEN

This week’s article hit the nail on the head when it referred to FIAs as a “good long-term relationship for all”. The author cited five good reasons why you should “love a FIA”: 100% Principle Protection, Balance, Growth Potential, Guaranteed Lifetime Income and Tax...

MISUNDERSTOOD

I found this week’s article interesting and thought to share it with you as it addressed some basic principles of a long-term retirement option. "Let’s start with defining FIAs. These products are long-term retirement options purchased from an insurance company that...

FEATURED ARTICLES

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Educate Yourself

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Understand the Basics

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Who's who in a Fixed Index Annuity

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Understand the Benefits

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Tax Deferral

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Indexed Interest Potential

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Protection Benefits

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