Author name: Brady Salois

This week’s article discussed strategies for “when your bucket list doesn’t match your budget” in retirement. Is that true for you? One idea discussed related to annuities where the author stated that “Most importantly, to generate guaranteed income in retirement, annuities are a slam dunk.” Because there are so many kinds of annuities out there, […]

This week’s article speaks to the fact that “living comfortably in retirement is indeed possible”. To achieve this goal, it is important for retirees to develop a “strategic plan that allows stability in their golden years to be reality”. This is not a one-size-fits-all process. Call us if you would like to discuss ideas that

This week’s article discusses how most people crave guaranteed income in retirement. In fact “six in 10 people ages 55 and older place a value on having guaranteed income to supplement what they’ll get from social security”. Survey responders in the article said the “benefits of extra assured income include protection against outliving your savings,

In a new article published by Forbes, an author writes how “removing some uncertainty surrounding retirement is indeed an obtainable goal all Americans can strive to achieve.” I’ve provided a link to the article as I thought you might be interested in the three simple steps that the author shares to help “increase your financial

This week’s article discusses how “recent research by retirement income expert and former U.S. Treasury Department official Mark Warshawsky shows that immediate annuities generally provide you with more lifetime income than you could get by following the take-out-4-percent-of-savings-a-year rule or a similar strategy of systematic withdrawals”. It was interesting to read why. If you are

This week’s article caught my eye when it said “It turns out, many retirees choosing to take their employer’s 401(k) or pension as a lump sum for retirement are taking their lumps.” A survey reported in the article stated that about a fifth of retirement plan participants surveyed “who received their pensions as a lump

This week’s article emphasizes that “Americans need to take additional steps in order to ensure a financially stable retirement – one that allows them to pay for medical bills and essential costs of living while enjoying their bucket list.” Have you thought about Fixed Indexed Annuities to help do this? The article tells us that

“Knowing how much and where to save your money is essential to leading a financially secure life”. However, “wrapping your head around the multitude of retirement options available” can not only be stressful, but confusing. This week’s article is useful in that it provides three questions that you should be sure your financial professional to

We have often discussed that one of the biggest risks to a comfortable retirement is running out of money too soon. Sometimes the difficulty is in figuring out where you stand, so I thought to share with you an on-line calculator which “helps you determine your projected shortfall or surplus at retirement. You can also