News & Updates

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

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

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

A study from the Center For Retirement Research looked into the decline in wealth for late boomers, and explored what may have contributed to it: “The results show that two factors were at play –

When we think of retirement, we often focus on how much money we have in savings. We often forget that retirement doesn’t necessarily mean having to deplete our savings, it means creating a retirement income

We often look for ways to get a solid financial footing during the decade before retirement. For years, we save diligently and carefully follow a long-term strategy. But as retirement approaches, your priorities may shift.

You may have heard the adage “you only live once” as it applies to pursuing opportunities and taking risks. But what does this saying really mean? While we agree that “you only live once”, you