Did you know that changes in the distribution of age in the US population over the past years has accounted for about one-fifth of the increase in the expenditures for services versus goods? This week’s article is interesting because it tells us that “the rising...

Did you know that if you need “insurance for as long as you live and want to accumulate savings a universal policy” might be something you want to consider as a choice. Sometimes people “take a shortcut (such as simply buying a multiple of annual income).” Call us if...

Are you on track for where you need to be for retirement? This week I thought to share with you several calculators. “These customizable calculators will allow you to run different scenarios and discover how small adjustments could make a big difference for your...

This week’s article tells us that “Financial stress is the number one source of stress for employees, according to a Price Waterhouse Coopers 2019 survey. Financial matters outrank any other source of stress combined, including health and relationships. Retirement can...

This week’s article tells us “to diversify, products like a fixed indexed annuity can offer balance, growth potential with principal protection, and a steady income stream during retirement.” Don’t let misconceptions derail your best solution for balance and security....

I read an article the other day that, while written a few years back, seemed to resonate even more today. The author wrote “More dangerous yet is the shift in focus away from retirement income to return on investment that has come with the introduction of...

It’s back to school month, and regardless “if your household doesn’t include school-age children, you can still take September as a time to reevaluate your personal development and consider areas for growth in the future. For instance, a financial health checkup is a...

I came across an article from the past that caught my eye. It tells us that “Entering retirement can be a particularly jarring experience for seniors, and not only because they’re leaving behind the familiar world of work. For the change also requires a shift in one’s...

This week’s article reports that “Financial matters outrank any other source of stress combined, including health and relationships.” Not surprising when so much in our lives depend on how much money we make, how much we’ve saved, and how much we will have in...

This week’s article states “Second-quarter market volatility is making Americans increasingly worried about their finances and retirement savings, with only 31% in a new survey saying they were comfortable with market conditions and ready to invest, down two...