Viewing 1 to 10 of 25 items
Archive | April 28, 2013

Boomers Wants In Retirement

Allianz Life Insurance Company completed a recent survey of Baby Boomers, “Transition Boomers and Retirement Income”. The survey suggests that Baby Boomers are more interested in guaranteed income rather than higher returns. However only 25% of those surveyed owned an annuity.  Most of those surveyed admitted not even knowing much about annuities.   More women than  Full Article…

0

What is the AHCA?

In the next few months, news on the Affordable Healthcare Act will begin to increase as we approach Open Enrollment in October. Most Americans have no idea what it means or how it will affect them. Some people think they won’t bother and just take the penalty. What we know as of now, is that  Full Article…

0

Variable Annuity Contract Changes?!

Most people believe that when they buy a product they are buying a product that can never change.  And with tangible assets you take possession of that is usually the case.  However, when you are entering into a contract you are buying the product and all the terms and conditions of that product.  If I  Full Article…

0

Layered Retirement Income

Retirees have multiple sources for traditional income at retirement.  This article does a great job of reviewing the types of income that you can rely on for income.   Social Security Pension Income Dividend Income Required Minimum Distributions (RMDs) Annuity Income   However, it takes the extra step many advisors and companies fail to see.   Full Article…

0

Top Retirement Communities in Florida

When most people think of retirement planning, they immediately think about money and the planning that goes into saving for their golden years.  While money is no doubt important, retirement planning includes another extremely important decision and that is where you are going to live.   How can you get the most bang for your  Full Article…

0

Retirement Income Taxes in Louisiana

With your house paid off and your kids no longer living under that same roof, you are limited in the deductions you can take from your income in retirement.  It’s important to understand how your retirement income is taxed in the state you live in so you can make your retirement savings go farther.    Full Article…

0