by Kevin | Jun 13, 2021 | All
This week’s article tells us that affluent Americans are rushing to retire in a new ‘Life-Is-Short’ Mindset. “The unprecedented surge in shares and home values during an economic crisis is easing the retirement path for those who have savings”, yet, even if we now...
by Kevin | Jun 7, 2021 | All
Commentary: According to a Gallup poll, 85% of investors “strongly agree that it’s important to have a guaranteed income stream in retirement to supplement Social Security.” At the same time, “61% strongly or somewhat agree they are willing to give up access to some...
by Kevin | Jun 1, 2021 | All
As a reminder when you are considering where you can place your hard earned savings to generate a guaranteed income, remember that FIAs are insurance products that can guarantee income over a period of time — even over a lifetime. Unlike a 401(k), the insurance...
by Kevin | May 24, 2021 | All
Now that we are starting to emerge with no masks, we see that “COVID-19 has accelerated many of the trends that were already challenging the outdated study-work-retire model, as individuals and families, financial services institutions, and policymakers grapple with...
by Kevin | May 17, 2021 | All
We’re often asked what kind of information is needed to determine if you are successfully targeting what you need for a secure retirement. Use the retirement calculator in today’s article to create your retirement plan. “View your retirement savings balance and...
