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FOR RETIREMENT SAVERS

From time to time it is a good idea to review basics, and re-educate ourselves on all available options for planning and evaluating our retirement savings plans. This week I came across several educational videos on retirement planning and fixed indexed annuities that I thought might be a great place to start. Take a look, and let me know if you have any questions. We’re always here to help.

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DO YOU CRAVE IT?

This week’s article tells us that people crave income in retirement, and that “the appeal of lifetime income is clear in a recent study: Six in 10 people ages 55 and older place a high value on having guaranteed income to supplement what they’ll get from Social Security”. Those surveyed said “the benefits of extra assured income include protection against outliving your savings, peace of mind and greater assurance you’ll be able to maintain your lifestyle in retirement”. If you are having similar thoughts, call us. We may have some options you haven’t thought about. We’re always here to help.

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NEVER FALL BELOW ZERO

This week’s article says that if you “need your earnings to never fall below zero or you want growth potential, coupled with principal protection from market loss or you seek a guaranteed minimum rate of return that never varies, regardless of market swing” then a Fixed Indexed Annuity might be right for you. Call us if one or more of these reflect your desires, we’re always here to help.

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RETIRE YOUR RISK

“You’ve lived with risk, don’t retire with it.” The opening line of this week’s article caught my eye and I thought it might do the same with you. If you are one of the many of Americans who “are concerned that they will either run out of money in retirement or risk not having enough money to maintain the lifestyle they’ve become accustomed to” call us. We have some options for monthly income planning that you may not be aware of. We’re always here to help.

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TERMS

From time to time it is a good idea to review the meaning of terms used when we discuss products that may help you plan your retirement strategies. This week’s article does just that, and provides us with a clear glossary of annuity product terms. Call us as you plan your retirement as we may have some options you have not yet considered, that can provide an income you can’t outlive. We’re always here to help.

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MANY USEFUL PURPOSES

This week’s article lets us know that annuities can serve many useful purposes. “If you are in a saving-money stage of life, a deferred annuity can help you meet your retirement income goals, help you diversify your investment portfolio, and help you manage your investment portfolio”. “If you are in a need-income stage of life, an immediate annuity can help protect you against outliving your assets and help protect your assets from creditors”. Give us a call if you have any of these objectives. We’re always here to help.

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PROTECTION FOR YOUR EGG

This week’s article tells us that FIAs protect your nest egg. “Nearly 90 percent of Americans lack confidence in their retirement savings (IALC data, October 2017). FIAs provide peace of mind and minimum guarantees. With FIAs, your principal is protected from market loss and will never decline in value, as long as you continue through the length of your contract.” If this type of product is of interest to you for your retirement planning, give us a call. We are always here to

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HEDGING AGAINST SOMETHING BAD

This week’s article spoke about annuities offering “a hedge against something bad happening to your money, like a huge loss in a stock market collapse. Instead of personally managing your money and assuming risks inherent in stocks and mutual funds, you buy an annuity that guarantees a steady money income for decades or even a lifetime.” If you are interested in learning more about this kind of a product and understanding if it fits in your retirement planning give us a call. We’re always here to help.

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FUEL FOR RETIREMENT

We read an article the other day from a library of information we have access to and thought it would interest you to know that it discussed “higher interest rates, of course, mean higher payout rates on annuities.” We like fixed annuities because they can provide an income you can’t outlive, something that is fuel for retirement when longevity is on the rise. Call us if you are interested in exploring options like this. We’re always here to help.

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BALANCE

When you think about the things that fill your life what are you goals? Most people will say that a work-life balance is important. When you think about retirement, do your thoughts also lean toward balance? This week’s article tells us that for most people their goal is “a nice balance between stability, favorite pastimes, and new adventures. Balance is also important in your financial life: between reward and risk, nest egg preservation, and growth.” Since no one knows what the future holds, we have some ideas about what you can consider if you are looking for peace of mind no matter what happens in the financial markets. Call us. We’re always here to help.

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FEATURED ARTICLES

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Educate Yourself

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Understand the Basics

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Who's who in a Fixed Index Annuity

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Understand the Benefits

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Tax Deferral

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Indexed Interest Potential

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Protection Benefits

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