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Even With Inflation Slowing Retirees Should Pay Attention

Even With Inflation Slowing Retirees Should Pay Attention

by MoneyLetter | Feb 2, 2023 | Retirement Planning

Recent reports indicates that the rate of inflation is slowing, but consumers are still seeing increases in the prices of basic needs like gas and groceries.[1] The rate that things are becoming more expensive has decelerated and has been for some time. But things are...
A Fixed Annuity Might Make Sense for You

A Fixed Annuity Might Make Sense for You

by MoneyLetter | Oct 11, 2022 | Retirement, Retirement Planning

By William “Bill” O’Neill, AIF®    An annuity is an insurance-based financial product that accepts funds and then typically pays them back later in a stream of payments or lump sum. It can help protect against outliving your money by providing guaranteed payments...
Approaching or In Retirement? Assess Risks and Make a Plan

Approaching or In Retirement? Assess Risks and Make a Plan

by MoneyLetter | Sep 14, 2022 | Retirement, Retirement Planning

By William “Bill” O’Neill, AIF®  I speak with investors every day. And even though most of them have been around the block a time or two, market conditions like we have today are frustrating. Perhaps you feel the same way. You might have been aiming to save a certain...
The “Dual Narrative” of Retirement

The “Dual Narrative” of Retirement

by MoneyLetter | Aug 10, 2022 | Retirement, Retirement Planning

By John D. Gentry, CFP®, CEBS®, AIF®, C(k)P® From the retirement plan consultant’s perspective, there are two key constituents in our business: the organizations that sponsor retirement programs and the people that participate in them.  Mostly, the various objectives...

Recent Posts

  • Even With Inflation Slowing Retirees Should Pay Attention
  • Is It Time to Buy More Bonds?
  • Unexpected Taxes in Retirement
  • How to Get Started Writing a Financial Plan
  • Savings Alternative: Is a MYGA Right For You?

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