News & Updates

What is a Pension? Do You Have One?

The phrase “pension benefits” has come up a lot in recent weeks, especially during the negotiations between the United Auto Workers union and the “big three” automotive manufacturers, narrowly avoiding a strike.  But for the

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An Email Scam Going Around

We’ve previously discussed different types of scams you should be looking out for. This week, we wanted to bring yet another one to your attention. You might get an email claiming to be from someone

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An Important Warning

Did you know that the older you are, the more susceptible you are to telephone or internet fraud? One of the most common tricks scammers use is impersonating a child or grandchild, asking you for

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When to Buy an Annuity? 

The average age at which one buys an annuity is their early 60s, with the majority of annuities purchased by individuals between ages 55–70. According to Oxford Economics, the U.S. population aged 65 and up

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Calculating Life Expectancy 

We’ve provided some online tools to help estimate life expectancy, a topic we discussed last week. We found three we thought we’d share, each with varying degrees of specificity:  Go through one or all three

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The Most Important Assumption

One of the most important assumptions you will make when planning for retirement is life expectancy. While we can reasonably estimate each of our retirement income sources and dollar amounts, a crucially important variable we

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When is the Right Time to Retire? 

When is the right time to retire? The answer to this, like every other decision you have to make in retirement, depends on your own personal needs and circumstances. The National Bureau of Economic Research

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Key Takeaways

Here are a few factors to consider when you making your retirement income strategy: When it comes to paying taxes on contributions, Roth IRAs and traditional IRAs differ from one another. While both are tax-advantaged

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What is the Difference? 

We sometimes are asked who a fixed indexed annuity might be a good choice for, versus who might be suited to a variable annuity. And to answer that question, our attention was drawn to a

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