This week’s article tells us that “Annuities are one of the most efficient ways to generate guaranteed income. This is demonstrated through a series of three case studies which looked at combination strategies using both annuities and investments compared to...

Commentary: I read an interesting study the other day that I thought to share with you. The study discussed something that we may incorrectly assume will happen as we continue to plan for our retirement, and that relates to keeping in mind that if you plan to continue...

This week’s article poses a familiar scenario and then tells us our choices in a very simple way: “Let’s say you have built up a retirement fund of $250,000 by the time you are age 65. Few of us realize that we have to make that money last for perhaps 20 or 30 years...

This week’s article discusses three retirement savings factors relating to why it is different for women in retirement. While many of us may already have reflected on a female being projected to live longer than a male, we may not have noted that “women often face...

“An annuity can be a very smart retirement investment for many people. That's not just because an annuity can provide a secure revenue stream — a monthly check — for the rest of your life, no matter how long you live.” The author of this week’s article tells us that...

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...