COVID 19

It’s That Time Again

We’ve found an article that offers a recap of changes in tax laws that have come into play for the first time: The 2020 return deadline now being May 17th The acknowledgment of the impact that COVID has had on finances for many of us. Take a glance at the

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annuities

Limited Time Bonus!

Did you hear? A major insurance carrier is offering a larger than ever BONUS on one of its products. It’s too good, and only offered for a limited time! Call us so we can provide you with all of the updated information. (435) 248-0475

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annuities

It’s Not Magic

Retirees sometimes get to the point where, as the saying goes “it is what it is” and there “is” only so much money in their retirement savings account, and it won’t or can’t get any bigger. So then the question becomes, what can be done with that savings to last

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women and retirement
Uncategorized

Women and Retirement

“At a time when COVID-19 is generating massive financial uncertainty for individuals, companies, and societies, an important new report from Bank of America examines the unique saving and investing challenges facing women. It marks the launch of a new research series that applies a gender lens to financial behaviors.” Call

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Financial Blog

Federal Question

If you are a Federal civil servant employee and contemplating putting in your retirement papers this year, you may want to verify what your lifetime benefits will be, and how they are calculated. It isn’t just a question of age, which is how most of us think about retirement, it

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annuities

Financial Terms

Have you ever found yourself in the middle of a conversation with a financial professional and realized you have no understanding of the meaning of the words he is using? We try to keep things simple around our office and go to great lengths to make sure that you understand

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Financial Blog

Calculators and Calculations!

This is the time year when clients begin to ask if they are on track for retirement. There are so many factors that go into answering that question, we thought to share with you several customizable calculators that will allow you to run different scenarios and discover how small adjustments

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annuities

The Stanford Longevity Project Looks at Annuities

This week’s article references a topic we have been reflecting on over the past few months and that is the understanding that “retirees face a number of challenges to their financial security, including living longer and facing the danger of depleting their savings too soon. The pandemic has further threatened

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Financial Blog

Plan Ahead

When we speak about retirement savings, we often talk about products that can provide an income stream you can’t outlive. But, what happens to your money after your lifetime? If you plan on leaving some of your retirement savings to loved ones, we have some ideas that may help. For

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Financial Blog

Improving Your Portfolio Return Without Increasing Risk

This week’s article tells us that retirement planning needs to change in this new year and that “it may be time to revisit traditional approaches to retirement planning. The pandemic and near-zero interest rates dramatically changed the environment”. The article continues by focusing on the goals of delaying claiming social

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Uncategorized

Happy New Year!

Happy New Year to you! Next week were are hosting a free educational webinar for pre-retirees and retirees on January 5th. It’s called “7 Keys to Enhancing Social Security Benefits.” Register here. If you have any members, clients, friends, or family who might be interested, feel free to pass it

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Start the new year off right

“Figuring out how much money you need to retire is like one of those word problems from high school that still haunts you.” This week’s article tells us that “The retirement equation isn’t unsolvable, but it’s not a precise calculation, either. You’ll need to revisit your retirement formula once or

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