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Did you know?

Feb 17, 2020

Did you know about the new Secure Act which allows you to wait longer before you have to start withdrawing money from your qualified retirement accounts, such as your 401(k) or IRA? I thought to share with you this week’s article because it explains that “the new age...

Have you determined which is best for you?

Feb 1, 2020

You may have heard about annuities elsewhere, but we thought it useful to send you a link to a Yahoo Finance article that does what we think is a good job of explaining that “Fixed indexed annuities might be suitable for an investor who still wants to minimize risk...

A bigger contributor to retirement security?

Jan 27, 2020

I read an interesting “framing paper” written by two learned scholars from Brookings Institution and Kellogg School of Management. The question they addressed revolved around the change in what they called the “retirement paradigm”. I thought you might like to read...

Optimism that Threatens

Jan 20, 2020

I thought to share with you this week’s article because it provided an abstract of a study done that concludes that “a disturbingly large number of investors think they are on a path toward a comfortable retirement, but they are unlikely to reach their destination due...

Convert Savings into Spending

Jan 13, 2020

The Brookings Institute recently published a study where they reported that “in a recent nationwide poll, 73 percent of Americans said they do not have the financial skills to manage their money in retirement. Converting retirement savings balances into a stream of...

Receive What You are Entitled to

Jan 6, 2020

This week’s article reminds us “given that an employee may have worked for several employers, who may have merged, sold their plans, or gone bankrupt, it is very difficult for the average person to know where to get help in finding out whether or not he or she is...