July 2019

Were you Aware?

This week’s article relates back to June being Annuity Awareness Month, and lists five things that pre-retirees should know about annuities. The first point the article references is that Fixed Index Annuities can provide stability. “With an FIA, your principal is safe from market swings that threaten other retirement products. Additionally FIAs are some of […]

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Check-up on the Way

“You don’t leave your physical health to chance so why risk your retirement health?” I thought you might be interested in the financial health checklist in this week’s article because it mentions how “like many big life moments such as getting married, or expanding your family, you need a plan and check-ups along the way.

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