Author name: Brady Salois

“One of the biggest risks to a comfortable retirement is running out of money too soon.” This week’s article gives you the ability to determine your projected shortfall or surplus at retirement by letting you see how long your current retirement savings will last. If your results are disappointing or cause you concern, call us. […]

It is human nature to want a second opinion, whether it be for an ailment we might have or in response to the question “What can I do to better prepare for my retirement?”. That’s why I thought this week’s article would be of interest to you. Written by the Insured Retirement Institute, a leading

If you’re anything like me, you may not always have time to read an article or book that catches your interest. Because of that, I thought you might like this week’s article as it provides a re-cap of what the author believes are the “5 Best Retirement Reads of 2015”. Take a look and let

Most of us have read that females, on average, live longer than males. This week’s article takes this information and applies it to retirement planning. Discussing how women “need to accumulate more wealth to finance their retirement needs”, the author points out that recent studies have drawn into question the logic of taking increased risk

Over a year ago I read an article that appeared on the US Treasury Department’s website that stated “In order to help retirees manage their savings and ensure they have a stream of regular income throughout retirement, the U.S. Department of the Treasury and the Internal Revenue Service issued guidance today designed to expand the

Many of us think of our 401K or IRA account as the source of our retirement income. The question is, how much income will it provide? Regardless of the amount of money we have saved, it is difficult to determine the exact amount of income we will obtain from it, in part because the principle

This week’s article was interesting to me because it said that “buying an annuity that generates lifetime income could very well be a good move [for retirees] as a variety of studies show that guaranteed income often makes for a happier retirement. Not surprisingly, people seem to enjoy their post-career lives more knowing that they\’ll

I wanted to share with you an article that explained the differences between an annuity and life insurance. I liked not only the explanation, which I found simple and straightforward, but also the chart in the article that provided me with information relating to questions that are often asked by potential purchasers of one or