FINANCIAL CERTAINTY IS POSSIBLE

In a new article published by Forbes, an author writes how “removing some uncertainty surrounding retirement is indeed an obtainable goal all Americans can strive to achieve.” I’ve provided a link to the article as I thought you might be interested in the three simple...

PLAYING A GAME

I saw an article this past week which spoke about a new interactive game called “Master of Retirement” and thought to share it with you. Surveys power the game’s questions and offer out informative responses. One question asked in the game is “What is a reason some...

SHORTFALL OR SURPLUS?

We have often discussed that one of the biggest risks to a comfortable retirement is running out of money too soon. Sometimes the difficulty is in figuring out where you stand, so I thought to share with you an on-line calculator which “helps you determine your...

WHAT IS IT?

The other day a friend told me that sometimes it was easier to explain what something was by telling what it was typically used for. This week’s article does a good job of telling us that “the usual purpose of a deferred annuity is to accumulate value for a retirement...

ARE YOU SURE YOU KNOW WHO YOUR BENEFICIARIES ARE?

This week’s article provides some resources I thought to share with you relating to beneficiary designations on financial assets such as checking, life insurance and retirement accounts. Because “each of these accounts has a named owner and often a beneficiary to...