by Laurel | Feb 17, 2019 | Income during retirement, Income Rider, Indexed Annuity, Insurance and Retirement Planning, Multi-Year Guarantee, MYGA, Preservation of Capital, Qualified Retirement, Retirement, Retirement Income, Retirement Planning, RMD
A lot of confusion and hype floats around about Fixed Indexed Annuities (FIAs). A lot of financial advisors have given the term “annuity” a bad name. The word annuity implies “insurance” and, to me , therefore should not be tied directly to...
by Laurel | Feb 16, 2019 | Home Health Care, Medicare Advantage Plans/Medicare Part C, Medicare Part A, Medicare Part B, Medicare Part D, Medicare Prescription Drug plans, Medigap/Medicare supplement, Retirement
As you approach turning age 65, your mailbox becomes inundated with Medicare Information from various carriers and agencies. This feels like a huge and complicated decision. It’s not, nor should it feel so. Here are some simple tips you should know: Your open...
by Laurel | Jan 22, 2019 | Dental Insurance, Income during retirement, Income Rider, Indexed Annuity, Insurance and Retirement Planning, Medigap/Medicare supplement, Multi-Year Guarantee, MYGA, Preservation of Capital, Retirement, Retirement Income, Retirement Planning
If you want to have a good retirement, you need to figure out what that means to you. Do some life planning for retirement, set goals and create a plan that allows you to achieve exactly what you want. What do most of us want? It is usually pretty simple a: Happy...
by Laurel | Sep 20, 2018 | Retirement
While many people relocate to retirement communities after they leave the workforce, some Americans are moving to one before stepping away from the office. Jag Bhargava, for instance, lives at Asbury Methodist Village, a continuing care retirement community in...