The Best Reason to Claim Social Security Early:
Purely by the numbers, it makes sense to delay...But the math isn’t ideal for everyone https://t.co/1gKK2ZW91t
Great article on annuities, must read
The Case for Annuities in Today’s Market:
With fixed income potentially not holding up as a low-risk part of the portfolio, it may be time to look at other strategies to help clients protect their portfolios. https://t.co/dR2xpxQvH1
We’re living longer, which means we’ll spend more years in retirement than we do now. Maintaining our standard of living will require some financial planning adjustments. https://t.co/ERmwjLpmiH
Swapping Old Annuities for New Ones:
“Much like a decision whether or not to refinance a mortgage, it comes down to the cost to exit the old versus the time to realize the advantages of the new” https://t.co/3IWyC6gDlN