Month: January 2016

WEALTH ACCUMULATION AND INCOME YOU WON’T OUTLIVE

This week’s article speaks about the emergence of Fixed Indexed Annuities (FIAs) “as a top choice for soon-to-be retirees due to their potential for wealth accumulation.” We have spoken in the past about the option of using FIAs for income that you won’t outlive. This article draws our attention to an additional consideration. Call us …

WEALTH ACCUMULATION AND INCOME YOU WON’T OUTLIVE Read More »

GUIDANCE

Over a year ago I read an article that appeared on the US Treasury Department’s website that stated “In order to help retirees manage their savings and ensure they have a stream of regular income throughout retirement, the U.S. Department of the Treasury and the Internal Revenue Service issued guidance today designed to expand the …

GUIDANCE Read More »

GIVING

This week’s article on the topic of Giving reminds us that at this time of year when we think about what gift to give to our loves ones “ it’s worthwhile to take some time and consider whether the family members and friends who are beginning to prepare for retirement are adequately prepared to step …

GIVING Read More »

WILL YOU BE DRAWING DOWN ON ASSETS IN RETIREMENT?

This week’s article was interesting to me because it said that “buying an annuity that generates lifetime income could very well be a good move [for retirees] as a variety of studies show that guaranteed income often makes for a happier retirement. Not surprisingly, people seem to enjoy their post-career lives more knowing that they’ll …

WILL YOU BE DRAWING DOWN ON ASSETS IN RETIREMENT? Read More »

Scroll to Top