Jun 5, 2023

A new survey has found that Americans are more pessimistic than ever about the economy.  CNBC’s Steve Liesman says the poll numbers are the worst ever…do feelings like this and times like this make people sit still, or take action?  Is that the right decision?

Then, a year ago, I Bonds captured a lot of attention. ...

May 22, 2023

What are the key dates in retirement?  For starters, those age 50 and older can begin making “catch up” contributions to 401(k)s and IRAs. Do you remind clients of these important dates?  Any others you want to add to the list?, One of the big concerns about growing older is whether we’ll need long-term care at...

May 8, 2023

The money you’ve saved for retirement is meant to make that part of your life happy.  But, with the biggest fear being running out of money, it tends to give people FEAR of spending during retirement.  Hear how Steve creates a planned budget showing you how you can spend your hard earned money the right way in...

Apr 24, 2023

We’ve talked before about the benefits of annuities.  They not only provide a guaranteed stream of income in retirement but can also serve as a hedge against inflation, market volatility and running out of money in retirement.  But there are so many different types of annuities.  How do you go about picking the right...

Apr 10, 2023

We’re seeing higher CD rates thanks to higher interest rates.  But annuities are also based on interest rates.  So, the higher the rate, the higher the annuity payments will be.  Are you seeing more interest in annuities right now?

Once seniors reach the age of 62, they can begin taking Social Security benefits.  But...