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HOME SWEET HOME – AMERICANS WANT TO AGE IN PLACE

by Kenny | Jun 30, 2021 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

IDENTIFY RETIREMENT STRATEGIES TO PUT IN PLACE NOW—LIKE ANNUITIES— TO LIVE RETIREMENT ON YOUR TERMS. As the pandemic thankfully wanes, we are starting to see its impact and long-term repercussions on retirement planning and security. One thing that hasn’t changed is...

HOW AN ANNUITY WORKS

by Kenny | Jun 28, 2021 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

YOU MAY NOT BE FAMILIAR with annuities, but they have a rich history dating back to Ancient Rome. In fact, millions of Americans currently use annuities to help their retirement savings grow and to create protected income that can help cover essential expenses and...

Trend: More Americans now want to retire early

by Kenny | Jun 16, 2021 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Workers want to retire at 55, but are they positioned to successfully do so? The category of “pre-retirees” is being redefined as more than one-third of workers younger than 54 saying they aspire to retire by age 55. In 2020, more consumers (39 percent)...

The Financial Institution That Gets Longevity, COVID, and The New Retirement

by Kenny | Jun 14, 2021 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Like previous pandemics, COVID-19 has touched off profound changes for our societies, economies, workforces, and overall life models, not least of which are people’s shifting expectations for later-life work, purpose, health, and finances. Bank of America’s Lorna...

These five steps will help you toward a safe, secure, and fun retirement

by Kenny | Jun 4, 2021 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Retirement planning is a multistep process that evolves over time. To have a comfortable, secure—and fun—retirement, you need to build the financial cushion that will fund it all. The fun part is why it makes sense to pay attention to the serious and perhaps boring...

How to Retire in 2021

by Kenny | May 20, 2021 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

How to Retire in 2021 When you are ready to retire, there are certain basic things you should do before you leave the comfort and security of your old job. You need to make final adjustments to your financial plan and make important decisions about Social Security and...
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