Author name: Brady Salois

HOW ANNUITIES WORK

This week’s publication may be of interest to you because it discusses a wide range of topics surrounding annuities. It tells the reader that “Annuities may help you meet some of your mid- and long-range goals, such as planning for your retirement and for a child’s college education. This Financial Guide tells you how annuities […]

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BACK TO BASICS

Sometimes it is good to go back to basics. That’s why I thought this week’s article might be of interest to you. It explains the basics about what a Fixed Indexed Annuity is, and says that because of the features explained in the article “the value of your money will never decline for as long

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CALCULATORS

This week we thought to share various Money and Retirement Tools in order to assist you in determining your financial resources and needs. It is a good idea to always have a clear understanding of your income and expenses so that you can better determine if your retirement planning seems on track. So when you

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WORK, RETIREMENT AND FINANCIAL SECURITY IN THE 21ST CENTURY

WORK, RETIREMENT AND FINANCIAL SECURITY IN THE 21ST CENTURY This week’s article, written by the President of the Transamerica Institute and Executive Director of the Aegon Center for Longevity is called “Work, Retirement and Financial Security in the 21st Century”. The author ask the question “Should retirement be a fixed moment in time? A more

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PREDICT THE FUTURE?

“Rather than attempting to predict the future, why not alleviate risk with a diversified retirement plan? FIAs are reliable products that can provide peace of mind and balance to anyone’s portfolio.” This week’s article caught my attention as it included several reasons why you might want to include FIAs as part of your retirement plan.

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WEATHERING THE STORM

This week’s article references a forum that was held this past week called “Weathering the Storm: Forum on Volatile Markets” which “discusses the challenges of today’s financial market, and more importantly, to explore ways Americans can plan for a secure retirement, despite market swings and ever-change workplace structures.” Call us if you would like to

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BENEFITS GUIDE

If you’re anything like me, you may like to have hard copies of documents that discuss topics that are important to you so that you can refer back to them when you have questions. That’s why I thought to share this week’s article with you because it is an in depth resource guide to What

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INCREASING INCOME WHEN THE ODDS ARE STACKED AGAINST YOU

This week’s article was interesting to me because it referenced recent articles that suggest “retirees refrain from withdrawing any more [from their retirement account] than they are allowed under required minimum distribution rules” and it went on to talk about at least two problems with this approach: One of them is that few retirees “have

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MISTAKES PEOPLE MAKE

I was surprised to read in this week’s article that “the average 65-year-old couple will pay $240,000 in out-of-pocket costs for health care during retirement.” This expense, which many retirees underestimate, highlights how important it is to “consider retirement products that can ensure lifetime income so you can be prepared for unexpected medical costs.” Call

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