News & Updates

Calculating Life Expectancy
We’ve provided some online tools to help estimate life expectancy, a topic we discussed last week. We found three we thought we’d share, each with varying degrees of specificity: Go

The Most Important Assumption
One of t the most important assumptions you will make when planning for retirement is life expectancy. While we can reasonably estimate each of our retirement income sources and dollar

When is the Right Time to Retire?
When is the right time to retire? The answer to this, like every other decision you have to make in retirement, depends on your own personal needs and circumstances. The

Key Takeaways
Here are a few factors to consider when you making your retirement income strategy: When it comes to paying taxes on contributions, Roth IRAs and traditional IRAs differ from one

What is the Difference?
We sometimes are asked who a fixed indexed annuity might be a good choice for, versus who might be suited to a variable annuity. And to answer that question, our

Late Boomer’s Retirement
A study from the Center For Retirement Research looked into the decline in wealth for late boomers, and explored what may have contributed to it: “The results show that two

It Isn’t Just About Savings
When we think of retirement, we often focus on how much money we have in savings. We often forget that retirement doesn’t necessarily mean having to deplete our savings, it

Solid
We often look for ways to get a solid financial footing during the decade before retirement. For years, we save diligently and carefully follow a long-term strategy. But as retirement

What Can Life Insurance Provide?
According to a recent survey from Forbes (Which you can read about here) a relatively small number of Americans actually view life insurance for all that it can provide. Most

You Only Live Once
You may have heard the adage “you only live once” as it applies to pursuing opportunities and taking risks. But what does this saying really mean? While we agree that

Safety is Key
We found an article recently from AARP that might interest you. It referenced a “safety-first” approach, which is something we have always believed in. The idea is to cover all

Stash Your Cash
Whether you are approaching retirement age or are decades away, you need to be thinking about what the safest place is to keep your money. Too many times retirees are