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Posts Tagged ‘Retirement Planning’

Annuities in Retirement as an Asset Class

By angelicacomahig | November 11, 2024

Retirement planning is an intricate process that often revolves around balancing growth and stability. Many retirees face a challenging question: how do you achieve steady income and maintain peace of…

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November 4, 2024 Weekly Update

By angelicacomahig | November 4, 2024

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…

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Estate Planning 101 – The Importance of a Letter to Your Heirs in Retirement

By angelicacomahig | November 4, 2024

Estate planning is a topic that many people shy away from, but it’s one of the most significant discussions you can have for your family’s future. When it comes to…

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October 28, 2024 Weekly Update

By angelicacomahig | October 28, 2024

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…

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Medicare AEP in Retirement – 5 Things You Need to Know

By angelicacomahig | October 28, 2024

Medicare Annual Enrollment Period (AEP, October 15 to December 7, is one of the most critical times of the year for anyone who is eligible for Medicare. With the constantly…

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October 21, 2024 Weekly Update

By angelicacomahig | October 22, 2024

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…

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2024 – 3rd Quarter Economic Update for Retirement

By angelicacomahig | October 21, 2024

As we near the end of 2024, many questions loom over the state of the U.S. economy. From inflation concerns to geopolitical risks, as well as the ongoing technological advancements…

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October 14, 2024 Weekly Update

By angelicacomahig | October 15, 2024

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…

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Long-Term Care in Retirement – Annuity and Life Comparison

By angelicacomahig | October 14, 2024

In our recent blogs, we’ve talked about Long-term care planning; it’s importance in retirement planning, the challenges folks can face when choosing an option that best fits their needs, and…

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October 7, 2024 Weekly Update

By angelicacomahig | October 7, 2024

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…

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