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Time to Upgrade Your Annuity?

Many of today’s annuities have features that were not available years ago. If you have an existing annuity, it may be worth looking at the options provided by today’s newer annuities to see if they offer features that better serve your retirement income needs.   There are possible advantages and disadvantages that have to be …

What We Can Learn From the Financial Troubles of Professional Athletes

Lately I’ve been reading about professional sports figures with money troubles. For example, much was written about Joe Frazer’s money woes when he passed away last month. Earlier this year we learned about Michael Vick’s $19 million personal bankruptcy filing. Nothing new here. Long is the list of pro athletes who’ve either squandered their […] …

Simple Retirement Checklist – Part II

Last time, with the help of the Insured Retirement Institute’s (IRI) “Retirement Expectations Checklist,” we explored several needs you must weigh as you think about and ultimately set into motion a retirement plan. We looked at lifestyle budgeting, retirement income, when to retire, and the role of annuities and guarantees. Here are a few more …