Will My Annuity Income Really Increase?
Jim Lorenzen, CFP®, AIF® Annuities can play a valuable role in a retirement portfolio; but, often they’re somewhat oversold. Should equity-indexed annuities serve as a
December 13, 2016
17 Unexpected Retirement Expenses
July 23, 2021
I wish I could take credit for this list, but I can’t. This is from the Society of Actuaries who outlined these unexpected or shocking expenses in its 2015 Risks and Process of Retirement Survey. I doubt it’s changed much since. Here they’re ranked by the likelihood of it happening.
Should You ALWAYS Wait to Claim Social Security Benefits?
July 15, 2021
There may be times when you might decide it’s worth claiming your Social Security benefits early!