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Weekly News

Grumps and Complainers

This week’s article out of London begins by telling us that in that city, known for “grumps and complainers”, a new study reveals that retirees with a guaranteed lifetime income stream can find true happiness.” This study related to Britain’s first-ever national...

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What is your RISE Score?

Did you know that there is a Retirement Income Security Evaluation Score (RISE Score™) much like a credit score on a zero to 850 scale, but for your retirement. “The purpose is to provide you with an estimated measure of income security to help you determine whether...

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LOOKING BACK ON RETIREMENT PREPARATIONS

Sometimes hindsight can provide a valuable lesson. While retirement is highly personal, I thought you might find it interesting to read the result of a study that looked back on what the financial preparations for retirement looked like. The study showed that among...

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EFFICIENCY

This week’s article tells us that “Annuities are one of the most efficient ways to generate guaranteed income. This is demonstrated through a series of three case studies which looked at combination strategies using both annuities and investments compared to...

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DON’T ASSUME

Commentary: I read an interesting study the other day that I thought to share with you. The study discussed something that we may incorrectly assume will happen as we continue to plan for our retirement, and that relates to keeping in mind that if you plan to continue...

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