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My Retirement Plan Is You

by Kenny | Jun 25, 2020 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Americans without retirement savings are increasingly moving in with their millennial children. Sian-Pierre Regis, 35, is used to living with roommates. For the past 10 years, he has split the rent on his apartment in the Chelsea neighborhood of Manhattan with two (in...

Even retirees with resources find coronavirus is upending their financial plans

by Kenny | Jun 22, 2020 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

The economic gut punch of the COVID-19 pandemic is being felt by retirees. Even those who have savings and other resources now fear that the financial stability they had envisioned for their post-working years is gone. With the U.S. economy staring at a recession and...

5 easy ways to manage your money during COVID-19 pandemic

by Kenny | Jun 15, 2020 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Right now, spending habits are changing, for better or worse. With unemployment at an all-time high and many people working from home, your budget could be totally different from usual. You may be tight on money or have a little extra cash in your pocket. Regardless...

Millions of baby boomers are getting caught in the country’s broken retirement system

by Kenny | Jun 6, 2020 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

The Washington Post spoke to six Americans who have come to the end of their work lives with no financial cushion, no nest egg. The coronavirus pandemic has scrambled many Americans’ financial futures, but some baby boomers have found surprising ways to cope with the...

How the coronavirus downturn may change your plans to retire at 65

by Kenny | May 31, 2020 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

KEY POINTS About half of Americans retired earlier than they expected, according to a recent survey. Less control over your retirement date could become more prevalent in a post-coronavirus economy. Based on your work prospects, you may retire either much earlier or...

5 Ways Fixed Index Annuities Are The “Swiss Army Knife” Of Retirement Planning

by Kenny | May 26, 2020 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

As a licensed fiduciary for over 15 years and spending most of that time with retirees, I’ve heard the same desires and concerns repeatedly: They want a retirement product that will offer them safety, income, and growth. My clients fear a repeat of 2000 or 2008, are...
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