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Weekly Newsletter

Annuities: Part I

In today’s volatile climate, investments seem to be wading in uncertain waters.  Even one-time solid choices like blue-chip stocks are swimming in rough seas.  Because of this, investors sometimes examine a myriad of possibilities to secure or help their money grow....

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A Guaranteed Income Source to Beat Your Investments

Recent research by retirement income expert and former U.S. Treasury Department official Mark Warshawsky shows that immediate annuities generally provide you with more lifetime income than you could get by following the take-out-4-percent-of-savings-a-year rule or a...

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Working in Retirement: Fantasy or Reality?

To work or not to work? That is the retirement planning question. Let's take a closer look at this modern-day riff on the famous line in Shakespeare's "Hamlet," where Prince Hamlet laments about life's unfairness but reflects that the alternative (not being alive)...

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Should you take a lump sum or annuity for retirement?

The wrong choice caused some to run out of money It turns out, many retirees choosing to take their employer’s 401(k) or pension as a lump sum for retirement are taking their lumps. About a fifth of retirement plan participants (21%) MetLife surveyed who received...

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AT WHAT AGE SHOULD YOU PURCHASE AN INDEXED ANNUITY?

The great thing about fixed indexed annuities is that they are a reliable retirement planning vehicle appropriate for people in a variety of life stages. However, there are a few rules of thumb to follow when thinking about purchasing a fixed indexed annuity. Of...

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2 Huge Things People Get Wrong About Retirement

So much for the "golden years." Some 28% of recent retirees complain that life is actually worse in retirement than it was when they were working, according to a recent survey by Nationwide. The cause may be mismatched expectations. Pre-retirees tend to overestimate...

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Retirement in 2017: 5 Stats Everyone Should Know

Here's the state of retirement saving in the U.S., and what to do if you need to catch up. If you read the financial news often, you may have heard about the "retirement crisis" many Americans are facing. While it's true that the average American doesn't save nearly...

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