This is the time year when clients begin to ask if they are on track for retirement. There are so many factors that go into answering that question, we thought to share with you several customizable calculators that will allow you to run different scenarios and discover how small adjustments could make a big difference […]
Calculators and Calculations! Read More »
This week’s article references a topic we have been reflecting on over the past few months and that is the understanding that “retirees face a number of challenges to their financial security, including living longer and facing the danger of depleting their savings too soon. The pandemic has further threatened retirement nest eggs, as a
THE STANFORD LONGEVITY PROJECT LOOKS AT ANNUITIES Read More »
When we speak about retirement savings, we often talk about products that can provide an income stream you can’t outlive. But, what happens to your money after your lifetime? If you plan on leaving some of your retirement savings to loved ones, we have some ideas that may help. For example, you may be able
This week’s article tells us that retirement planning needs to change in this new year and that “it may be time to revisit traditional approaches to retirement planning. The pandemic and near-zero interest rates dramatically changed the environment”. The article continues by focusing on the goals of delaying claiming social security benefits, improving portfolio return
Improving Your Portfolio Return Without Increasing Risk Read More »
Happy New Year to you! Next week were are hosting a free educational webinar for pre-retirees and retirees on January 5th. It’s called “7 Keys to Enhancing Social Security Benefits.” If you have any members, clients, friends, or family who might be interested, feel free to pass it along. I’ve invited Waldean Wall from Allianz
James W. Malanowski LUTCF
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