by Kevin | Feb 10, 2020 | All
I read an article this week that I thought to share with you as it expressed something I’ve been reflecting on. The author, connected with Harvard, wrote that “For many people, retirement is a key reward for decades of daily work—a time to relax, explore, and have fun...
by Kevin | Feb 1, 2020 | All
You may have heard about annuities elsewhere, but we thought it useful to send you a link to a Yahoo Finance article that does what we think is a good job of explaining that “Fixed indexed annuities might be suitable for an investor who still wants to minimize risk...
by Kevin | Jan 27, 2020 | All
I read an interesting “framing paper” written by two learned scholars from Brookings Institution and Kellogg School of Management. The question they addressed revolved around the change in what they called the “retirement paradigm”. I thought you might like to read...
by Kevin | Jan 20, 2020 | All
I thought to share with you this week’s article because it provided an abstract of a study done that concludes that “a disturbingly large number of investors think they are on a path toward a comfortable retirement, but they are unlikely to reach their destination due...
by Kevin | Jan 13, 2020 | All
The Brookings Institute recently published a study where they reported that “in a recent nationwide poll, 73 percent of Americans said they do not have the financial skills to manage their money in retirement. Converting retirement savings balances into a stream of...
