Current News
Paying For Medicare
Friends and colleagues who are approaching 65 are beginning to ask about Medicare benefits. Not just how to sign up, but what to select from ...
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What is a Pension? Do You Have One?
The phrase “pension benefits” has come up a lot in recent weeks, especially during the negotiations between the United Auto Workers union and the “big ...
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Did You Hear?
Did You Hear? According to LIMRA, annuity sales are on the rise yet again this year, after also breaking records last year. Investors building their retirement ...
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An Email Scam Going Around
We’ve previously discussed different types of scams you should be looking out for. This week, we wanted to bring yet another one to your attention. ...
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An Important Warning
Did you know that the older you are, the more susceptible you are to telephone or internet fraud? One of the most common tricks scammers ...
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When to Buy an Annuity?
The average age at which one buys an annuity is their early 60s, with the majority of annuities purchased by individuals between ages 55–70. According ...
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Calculating Life Expectancy
We’ve provided some online tools to help estimate life expectancy, a topic we discussed last week. We found three we thought we’d share, each with ...
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The Most Important Assumption
One of the most important assumptions you will make when planning for retirement is life expectancy. While we can reasonably estimate each of our retirement ...
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When is the Right Time to Retire?
When is the right time to retire? The answer to this, like every other decision you have to make in retirement, depends on your own ...
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