“Having a pet in retirement can be a source of joy. But, pets can also create financial stress. It’s a good idea to plan for pet ownership when you’re retired.. . .
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When it comes to money, inflation is like a termite: It’s small and seemingly innocuous initially, but it can do severe damage over time. Inflation is the gradual increase in. . .
Many benefits annuities provide include at no additional cost or expense. Almost all new annuity contracts provide an immediate benefit. Is it income? Is it safe? Is it freedom from. . .
Every day I hear from those who come into my office four fears: 1. The fear of outliving my money 2. The fear of having to put off retirement 3.. . .
Inflation poses a severe threat to all Americans and can cause profound damage to your retirement savings. As of June, the inflation rate in the US was a whopping 9.1%,. . .
Guarantees that allow you to sleep better at night An annuity is a contract sold by insurance companies designed to provide variable payments to the holder at designated time periods,. . .
“Most retiree accounts are woefully underfunded. Instead of withdrawing 4% to retire comfortably, you may have to reduce that to 3% or less.” Jeff Kennedy For various reasons, some people. . .
Sustainable income, precisely what is it? How could income be sustainable? What happens when interest rates drop, or you live too long? How can it sustain itself? Those are good. . .
For many, retirement seems like a far-off goal. But it’s never too early to start planning. A solid retirement plan involves knowing how much money you’ll need to support your. . .
As the cost of living continues to rise, people are increasingly looking for ways to reduce their taxable income. According to a recent survey, nearly 60% of Americans say they. . .
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