OPPORTUNITIES AND OBSTACLES

I wanted to share this week’s article with you because it discusses a topic we are always confronted with; a changing world that presents us with “many opportunities but also with uncertainties and obstacles which impact our financial planning and long-term financial...

DIE TOO SOON OR LIVE TOO LONG?

I enjoyed this week’s article and thought to share it with you because it included a long list of what the author called “pertinent facts about annuities”. One item in particular caught my attention because I could not think of a more simple way to describe the...

BACK TO SCHOOL TIME OF YEAR

This week’s article discusses in some detail the role of Annuities in retirement planning, and uses Teachers as an example. “Teachers are among the hardest working professionals and have the unique responsibility to prepare our younger generations for the future. And,...

PITFALLS

I always enjoy reading articles that provide reminders of some retirement pitfalls to avoid. This week’s article identifies four: “Not Saving Early Enough”, “Understanding How Long You Will Live”, “Not Taking Into Account Healthcare Costs” and “Lack of Balance in Your...