Retirement Insights

Here’s What to Know About Fixed Index Annuities

December 15, 2022

Call it the new kid on the block. Fixed index annuities (FIA) are a more recent offering in the world of annuities and we think they’re worthy of your attention. […]

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Why We Only Work with People In or Near Retirement

January 6, 2022

  Before you go on a journey, you probably check to make sure you have everything you need—like the appropriate tools and the right team lined up to help you […]

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How Much of Your IRA Belongs to Uncle Sam and What to Do About It

December 9, 2021

When you open your IRA statement, it’s hard not to feel excited when you see the number with all those zeroes behind it. But you know who else is excited? Uncle […]

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Active vs. Passive Investing: Which is Best for Retirees?

December 2, 2021

If a friend or family member were to ask what your investment style is, would you say “active,” “passive,” or “something passive aggressive”? If the latter, you’re probably in the majority. […]

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How to Determine the Right Amount of Risk in Your Retirement

November 18, 2021

It All Comes Down to Want vs. Need    Congratulations, you’re the next contestant on The Risk is Right! Guess the right amount of risk for your portfolio and you’ll win a […]

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What Role Will Social Security Play in Your Retirement?

November 11, 2021

Figuring out how and when to elect Social Security can be downright puzzling, especially when it comes to ensuring you’re maximizing what you’re entitled to. Good thing a retirement planner knows what to do. And […]

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Don’t Feel Confident About Retirement? This Might Be Why

October 21, 2021

A report from the not-for-profit Insured Retirement Institute found 50% of boomers—including those who currently have a financial advisor—don’t feel optimistic about their transition to retirement. If you’ve ever worried […]

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What is an Annuity? And Could it Be Part of Your Retirement Strategy?

October 13, 2021

Ah, annuities: the product the financial services industry loves to hate. But are the hard feelings warranted? Let’s breakdown why annuities got so bad a rap and whether today’s products […]

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Planning for Retirement vs. Planning in Retirement

October 6, 2021

Planning for retirement vs. planning in retirement. What’s the difference, you ask? If the question has you picturing Fred Astaire and Ginger Rogers crooning “to-may-to, to-mah-to, po-tay-to, po-tah-to,” we don’t blame you. But unlike Fred and Ginger, we really are talking about two […]

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The Smart Retiree’s Cheat Sheet for Trusts

September 30, 2021

Find Out What Each Type of Trust Does (or Doesn’t Do)  For many of our clients, having a trust is a must. That’s because in this life stage the focus […]

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