Calculators and Calculations

by | Jan 25, 2021 | All

Commentary: It always seems to be this time of year when clients begin to ask if they are on track for retirement. There are so many factors that go into answering that question, we thought to share with you several customizable calculators that will allow you to run...

One Answer

by | Jan 18, 2021 | All

Commentary: This week’s article references back to a topic we have been reflecting on over the past few months and that is the understanding that “retirees face a number of challenges to their financial security, including living longer and facing the danger of...

Plan Ahead

by | Jan 11, 2021 | All

Commentary: When we speak about retirement savings, we often talk about products that can provide an income stream you can’t outlive. However, there is something else that you probably should consider. If you plan on leaving some of your retirement savings to...

by | Jan 4, 2021 | All

Commentary: This week’s article tells us that retirement planning needs to change in this new year and that “it may be time to revisit traditional approaches to retirement planning. The pandemic and near-zero interest rates dramatically changed the environment”. The...

IMPORTANT CONSUMER INFORMATION

Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.