BUT WHAT DOES THAT MEAN?

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Sometimes it is important to go back to basics and talk about the meaning of words that are often used when discussing options for getting that lifetime income you need. “Annuitization is one asset management strategy for retirees seeking to secure lifetime income.”...

SHORTFALL OR SURPLUS?

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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...

WHAT IS IT?

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The other day a friend told me that sometimes it was easier to explain what something was by telling what it was typically used for. This week’s article does a good job of telling us that “the usual purpose of a deferred annuity is to accumulate value for a retirement...

ARE YOU SURE YOU KNOW WHO YOUR BENEFICIARIES ARE?

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This week’s article provides some resources I thought to share with you relating to beneficiary designations on financial assets such as checking, life insurance and retirement accounts. Because “each of these accounts has a named owner and often a beneficiary to...