by Kevin | Jul 7, 2021 | All
This week’s article tells us “The best day to start saving is today, even if you can save only a little bit.” The math is very interesting. “If two people put the same amount of money away each year ($5,000), earn the same return on their investments (6 percent...
by Kevin | Jun 30, 2021 | All
Commentary: I came across an article written in the Harvard Law Review and thought to share it with you. Sometimes we have conversations with those who say, “Let’s just get down to the nitty-gritty”. That’s what this article does. Written at the end of April it...
by Kevin | Jun 23, 2021 | All
Are you holding your breath starting to worry about the market again? Fortunately, you can build a diversified portfolio with principal protection in a way that distributes risk and prepares your retirement savings for growth in a variety of economic environments. If...
by Kevin | Jun 13, 2021 | All
This week’s article tells us that affluent Americans are rushing to retire in a new ‘Life-Is-Short’ Mindset. “The unprecedented surge in shares and home values during an economic crisis is easing the retirement path for those who have savings”, yet, even if we now...
by Kevin | Jun 7, 2021 | All
Commentary: According to a Gallup poll, 85% of investors “strongly agree that it’s important to have a guaranteed income stream in retirement to supplement Social Security.” At the same time, “61% strongly or somewhat agree they are willing to give up access to some...
by Kevin | Jun 1, 2021 | All
As a reminder when you are considering where you can place your hard earned savings to generate a guaranteed income, remember that FIAs are insurance products that can guarantee income over a period of time — even over a lifetime. Unlike a 401(k), the insurance...
