I read an article the other day that, while written a few years back, seemed to resonate even more today. The author wrote “More dangerous yet is the shift in focus away from retirement income to return on investment that has come with the introduction of...

It’s back to school month, and regardless “if your household doesn’t include school-age children, you can still take September as a time to reevaluate your personal development and consider areas for growth in the future. For instance, a financial health checkup is a...

I came across an article from the past that caught my eye. It tells us that “Entering retirement can be a particularly jarring experience for seniors, and not only because they’re leaving behind the familiar world of work. For the change also requires a shift in one’s...

This week’s article reports that “Financial matters outrank any other source of stress combined, including health and relationships.” Not surprising when so much in our lives depend on how much money we make, how much we’ve saved, and how much we will have in...

This week’s article states “Second-quarter market volatility is making Americans increasingly worried about their finances and retirement savings, with only 31% in a new survey saying they were comfortable with market conditions and ready to invest, down two...

I thought you would want to read this week’s article because it discusses that “while annuities and life insurance both have similarities, they are not the same. Before you can understand the differences and determine which plan may be right for you relating to a...

This week I thought to share with you a chart that I found informative because it provides an easy to read explanation of the differences between Annuities and Life Insurance. Because one’s needs may change over time, it is important to be able to understand how each...

This week’s author, formerly with the Federal Reserve Bank of New York and the National Bureau of Economic Research writes that while not applicable to Warren Buffet’s retirement plan, “Retirees with limited resources face the risk that if they live too long, and/or...

The author of this week’s article provides an explanation for “Why an FIA is better than stocks” and asks us “Which is better? Having to time the market right or not having to worry about that? Risking principal to achieve gains or achieving gains without risking...