We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

Vanguard Announcement – Why It Matters to You

Radon Stancil and Murs Tariq discuss a major Vanguard announcement that signals a meaningful shift in retirement planning. For years, annuities were often dismissed by large investment firms, yet today we are seeing industry leaders embrace their role in guaranteed income in retirement. Vanguard’s move to introduce a 401k annuity option inside the Vanguard retirement plan validates what many retirees already need—predictability, income, and risk control as they plan for retirement…  

Vanguard Announcement – Why It Matters to You

A major shift is happening in the retirement planning world and it’s one that retirees and pre-retirees should pay close attention to. Recently, Vanguard announced changes that allow guaranteed income options inside 401(k) plans, signaling a broader acceptance of strategies that many advisors have used quietly and effectively for years…