by Kevin | Sep 4, 2019 | All
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...
by Kevin | Aug 26, 2019 | All
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...
by Kevin | Aug 20, 2019 | All
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...
by Kevin | Aug 12, 2019 | All
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...
by Kevin | Aug 5, 2019 | All
“Here’s a counterintuitive thought:” Healthy consumers “are likely to have higher medical costs in retirement than their less-healthy counterparts.” This means that income in retirement may be needed in order to pay those expenses, and it is also why healthy people...
by Kevin | Jul 29, 2019 | All
This week’s article relates back to June being Annuity Awareness Month, and lists five things that pre-retirees should know about annuities. The first point the article references is that Fixed Index Annuities can provide stability. “With an FIA, your principal is...
by Kevin | Jul 22, 2019 | All
We already know that reports were issued a few years back telling us that the U.S. recession took its toll on seniors, and that “America’s senior citizens have their backs to the wall” especially when they confront health care costs and the threat of financial ruin if...
by Kevin | Jul 15, 2019 | All
“You don’t leave your physical health to chance so why risk your retirement health?” I thought you might be interested in the financial health checklist in this week’s article because it mentions how “like many big life moments such as getting married, or expanding...
by Kevin | Jul 8, 2019 | All
“You need to know how they work, because many financial planners recommend them to their clients for retirement planning purposes. In fact, one study shows that almost 90% of planners recommend them.” Why are they doing that? “…because the stock market has...
by Kevin | Jul 1, 2019 | All
This week’s article tells us “Diversifying your portfolio means balancing risk and growth. One option you might consider when forming your plan is fixed indexed annuities (FIAs). Designed for the long term, FIAs offer a guaranteed minimum rate of return and...
