This week’s article “Fixed Indexed Annuities 101” made me smile because it brought back memories of my younger days in school, and I was reminded that even as we grow older, especially when planning for our retirement, it is sometimes best to go back to basics. The first basic question is “When you think about retirement, what are your goals?” For most people it involves a balance between stability, favorite pastimes and new adventures. There is a lot to be said about balance, especially when no one knows what the future holds. “Balance is also important in your financial life: between reward and risk, nest egg preservation and growth.” Call us if you would like some ideas on how to achieve these goals as you look into the future. We’re always here to help.
BASICS AND BALANCE
May 14, 2018