CALCULATORS

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This week we thought to share various Money and Retirement Tools in order to assist you in determining your financial resources and needs. It is a good idea to always have a clear understanding of your income and expenses so that you can better determine if your...

WORK, RETIREMENT AND FINANCIAL SECURITY IN THE 21ST CENTURY

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WORK, RETIREMENT AND FINANCIAL SECURITY IN THE 21ST CENTURY This week’s article, written by the President of the Transamerica Institute and Executive Director of the Aegon Center for Longevity is called “Work, Retirement and Financial Security in the 21st Century”....

PREDICT THE FUTURE?

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“Rather than attempting to predict the future, why not alleviate risk with a diversified retirement plan? FIAs are reliable products that can provide peace of mind and balance to anyone’s portfolio.” This week’s article caught my attention as it included several...

TAKEAWAYS

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Following up on a presentation in DC where industry professionals and policy makers addressed “major challenges Americans face today when it comes to planning for retirement and responsibly managing their money during stock market swings”, this week’s article remarked...

AGING IS NOT A TREND, IT IS HERE TO STAY

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I was caught by one of the statements made in an article I heard this week and thought to share it with you here. “The smart investor will look beyond the ”baby boomer bulge” headlines and recognize that aging is not a trend but a revolutionary transformation.” Did...