News & Updates

caught off-guard

Don’t be Caught Off-Guard

We are always reading articles reminding us that social security is often not enough to support our needs in retirement. No one should be financially caught off-guard when they retire,

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What if

The “What Ifs” Down the Road

We’ve received some inquiries this past month about a few topics. “What if” you end up having to go into a nursing home? “What if” you’re living in an independent

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to consider

What to Consider

This recent article (click here to read) is about what key features to consider when choosing a fixed index annuity during a time of market unease. It helps us to

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Enough

When is Enough Enough?

Even if you’re able to add up what you spend today, trying to determine what you will need when you retire is difficult because your spending is sure to change.

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need gap

The Need Gap

“According to the 2022 Insurance Barometer Study, conducted by LIMRA and Life Happens, 106 million adults lack life insurance, or adequate coverage. The need gap, what people have versus what

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Insurance

Insurance

As we’ve seen from the news over this past week, many were caught up in the hurricane, and many did not have insurance that suited their needs. This is the

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insurance company grade

What Does An A+ Mean?

We all remember our school days of worrying about the grades we would receive. What does it mean when an insurance company gets graded? Insurance companies are rated with a

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withdrawal rate

The Four Percent Rule

Someone asked us this past week if we would explain what the “Four Percent” rule is and how it came about. The Four Percent rule is based on a study

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Retirement

What Assumptions Apply to You?

There was an interesting article the other day in the Wall Street Journal. The article discussed a recent survey of workers in their 60’s who were asked about their retirement

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Happiness

What Can Money Buy You?

“Money can’t buy happiness” is an adage that some people live by, and others ignore. According to a recent Purdue study: “income can correlate with emotional well-being and life satisfaction.”

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Retirement

Guiding You Through 

We continue to read articles confirming that, while it certainly is an arduous task to work for decades and plan ahead to afford a comfortable retirement, what continues to unsettle

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