Receive What You are Entitled to

This week’s article reminds us “given that an employee may have worked for several employers, who may have merged, sold their plans, or gone bankrupt, it is very difficult for the average person to know where to get help in finding out whether or not he or she is...

Some Differences to Reflect on

As you enter a new year thinking of the changes you will make in the months to come, I thought to share with you an article that discusses differences that may relate to decisions you will make in your retirement planning. This week’s article tells us “Both annuities...

Holiday Season

During this holiday season it is important to take a moment and acknowledge that no matter where we are in our retirement planning, we are joined together with gratitude at celebrating the beginning of a new year. We remain committed to working with you planning a...

A Growth Vehicle plus Guaranteed Income

This week’s article discusses something we don’t always focus on when it comes to our retirement objectives; we want both growth and income. While for sure we don’t want to lose any of our initial investment in whatever product we choose, we still want it to grow. A...

Silver is the New Green

When I saw the phrase “Silver is the new green” in this week’s article I knew I had to share the article with you. “Aging is”, as the article says, “an opportunity”, and “the changing landscape offers significant rewards for those with the foresight to adapt.” Part of...