by Kenny | Jun 20, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Although most people know it’s never too early to start planning for retirement, many Americans aren’t truly prepared, and there are many supporting statistics from the Indexed Annuity Leadership Council’s (IALC) data: One in four baby boomers (think: your dad) have... by Kenny | Jun 14, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
When the yield on the 10-year U.S. Treasury note recently peaked a few basis points above 3% in May, for many market observers, a psychological barrier had been breached. That closely watched benchmark bond hadn’t exceeded 3% since July of 2011. “That’s a pretty... by Kenny | Jun 8, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Here are four challenges to jump on right now to make sure your retirement is a happy one. I know you’re ready. You’re so close to retirement, you can taste the cool beverages on the beach and feel the sand between your toes. Unfortunately, at the rate you’re going,... by Kenny | May 31, 2018 | blog, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Many seniors are stuck with lives of never-ending work—a fate that could befall millions in the coming decades. CORONA, Calif.—Roberta Gordon never thought she’d still be alive at age 76. She definitely didn’t think she’d still be working. But every Saturday, she goes... by Kenny | May 23, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
This May we are celebrating Older Americans Month and the 2018 theme of Engage at Every Age teaches us that age is not a factor when it comes to taking part in activities to enrich one’s emotional, mental, and physical well-being. One activity that is key for... by Kenny | May 17, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
After one year of retirement, here’s what you need to do. Once you get through the first year of retirement, you probably think you can coast for the next 30 years. That’s not necessarily true. This is not the time to get comfortable. Things are never that...