Month: February 2017

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 retirement savings. Call us if you would like to see how this fits into …

BASIC BUILDING BLOCKS Read More »

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 S&P 500.” I liked how the author weighed in with his …

GROWTH POTENTIAL BUT MORE IMPORTANTLY PRINCIPAL PROTECTION Read More »

With President’s weekend fast approaching, we can’t help but think more about helping those veterans amongst us. This week’s article states that “Veterans preparing for retirement may purchase annuities to supplement their military benefits and future benefits like Social Security and pension payments. Annuity income provides tax advantages, a consistent and guaranteed stream of money …

ADVANTAGES Read More »

I don’t know about you, but I have often wondered if in the end it really makes a difference, when all is said and done, if both spouses worked prior to entering retirement. I read a study that I thought to share with you this week that discussed this issue and “ analyzed the effects …

OLDER COUPLES BOTH EMPLOYED Read More »