"Those within 5-10 years of retirement need to get serious about money management and planning, or face possible failure." - Angie Politarhos While it's always worth checking in on your finances from time to time, it's especially critical as more of the economic upheaval created by the COVID-19 pandemic is gradually revealed. Resetting your finances [...]
"If you are preparing to purchase an annuity, you will need to decide when you want your stream of periodic payments to begin. The time when the income stream turns on is known as the "annuitization" phase. "- John Ripley There are several ways to receive payments during the annuitization phase of an annuity contract. [...]
Like most people, I have found myself challenged by the fallout from the COVID-19 pandemic. The social consequences are genuine, so is the financial impact as millions of Americans face economic hardship and uncertainty. - Tim Davis, CLU, CEBS As is the case with most of life, each hardship and challenge contains lessons to be [...]
Do you really want or need a “woman-focused” financial advisory group? Many women, especially those in their 60’s and 70’s, grew up with the idea that managing household finances is a man’s responsibility. And, while the world has certainly changed, I have found that a lot of women’s attitudes toward money have remained mired in [...]
Win the low interest rate war with this safe approach to retirement planning. Are you planning for retirement? Are you confused about what to do? Should you leave your assets in growth mode or are you ready to run to safety? These questions have no real right answer, and the solution [...]
Not every situation requires the need for a full team and often just putting together a few parts can be enough to start the process. You should consider your personal situation and how it currently relates to your goals. When considering using advisors make certain they are necessary for your current plan.