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Retirement

What Assumptions Apply to You?

There was an interesting article the other day in the Wall Street Journal. The article discussed a recent survey of workers in their 60’s who …

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Happiness

What Can Money Buy You?

“Money can’t buy happiness” is an adage that some people live by, and others ignore. According to a recent Purdue study: “income can correlate with …

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indexed investment

How You Make Money With an Annuity

A fixed indexed annuity is a type of annuity contract between you and an insurance company. It generally promises to provide returns that are based …

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Retirement

Guiding You Through 

We continue to read articles confirming that, while it certainly is an arduous task to work for decades and plan ahead to afford a comfortable …

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Enough

How Much is Really Enough to Retire?

How much would you consider to be “enough money to retire?” Yes, you want to have enough money to ensure that you don’t go broke, …

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Money

Did You Know Money is Only Half the Story?

Retirement planning seems to always be all about numbers. Your strategy centers around one question: Do your financial assets provide enough income to fund your …

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retirement savings

How do You Compare?

Curious about how you compare to others? The “How America Saves 2022” report referenced recently by CNBC might give you that information.  The report states …

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Recession

What Exactly Does That Mean?

There has been a lot of talk recently about a recession: whether or not one will come, what it would mean, and how it would …

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