This week’s article tells us that “Financial stress is the number one source of stress for employees, according to a Price Waterhouse Coopers 2019 survey. Financial matters outrank any other source of stress combined, including health and relationships. Retirement can be a key driver in that stress with nine out of 10 people reporting they […]
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This week’s article tells us “to diversify, products like a fixed indexed annuity can offer balance, growth potential with principal protection, and a steady income stream during retirement.” Don’t let misconceptions derail your best solution for balance and security. Did you know that “Not every retirement account can guarantee a steady lifetime income stream like
“It’s No Myth, Lack of Diversity Puts Retirement At Risk.” Read More »
I read an article the other day that, while written a few years back, seemed to resonate even more today. The author wrote “More dangerous yet is the shift in focus away from retirement income to return on investment that has come with the introduction of saver-managed [retirement] plans: Investment decisions are now focused on
It’s back to school month, and regardless “if your household doesn’t include school-age children, you can still take September as a time to reevaluate your personal development and consider areas for growth in the future. For instance, a financial health checkup is a good way to discover ways to improve your financial education.” Call us
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