News

13
Sep

RISA™ Update

RISA™ Update Hello everyone, I wanted to provide a quick update on where we are on the Retirement Income Style Awareness ™ (RISA) investigation. There was a pause in the action after the deadline because I took my summer break and we moved our offices in Virginia- we are still in McLean (only a mile from our… Source: Retirement Researcher

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13
Sep

Take Charge of Your Future During Self-Improvement Month

Take Charge of Your Future During Self-Improvement Month As both Self-Improvement Month and Self-Care Awareness Month, September serves as a strong reminder to take time out of our busy calendars and turn the spotlight on ourselves. Representing two sides of the same coin, self-improvement asks the question “how can I push myself to meet my goals?”, while self-care asks, “how

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9
Sep

Join Life Happens and NAIFA for a Special Chat During #LIAM19

Join Life Happens and NAIFA for a Special Chat During #LIAM19 Join Life Happens and NAIFA representatives on Thursday, September 26th from 1:00-2:00pm EDT as we moderate a Twitter Chat focused on findings from the 2019 Insurance Barometer Study. There will be plenty of activity from the media, insurance companies, agents and consumers. We hope this chat helps promote life insurance awareness

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9
Sep

What is the RIO Map™? Part 2: The Elements of the RIO Map™

What is the RIO Map™? Part 2: The Elements of the RIO Map™ This is part two of our three-part series explaining the importance of retirement income frameworks, and delving into the details of our Retirement Income Optimization Map™. Click here to read part one. The starting point for this process is to understand your financial goals for retirement, which

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26
Aug

Promoting Women’s Equality in Retirement Planning

Promoting Women’s Equality in Retirement Planning Since 1971, the United States has celebrated Women’s Equality Day on August 26. Although the occasion originally commemorated the passage of the 19th amendment, which gave women the right to vote, today it recognizes and encourages people and organizations to promote the full equality for women in society. We recognize equality spreads the gamut,

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23
Aug

5 Questions Expecting Moms Have About Life Insurance

5 Questions Expecting Moms Have About Life Insurance If you are expecting a child and are considering life insurance, the first thing I have to say is—smart move! But if this is your first time looking for coverage, you may have questions. Here are some typical ones I’ve heard over the years: 1. What type of life insurance coverage is best

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21
Aug

Back To School Financial Guide For 2019

Back To School Financial Guide For 2019 In a recent study conducted by the ‘National Retail Federation and Prosper Insights and Analytics’, it was found that the average American family will spend just south of $700 for back-to-school costs in 2019. Is your child soon to be a college student? The same survey reported you should be ready to spend

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16
Aug

The Yield Curve is Inverted. Don’t Panic.

The Yield Curve is Inverted. Don’t Panic. Wednesday was another “interesting” day in the markets. The S&P 500 Index was down almost 3% on the day – and follows on the heels of last Monday, where the market was also down nearly 3%. It’s been an eventful week and a half. Rather than dissect what’s caused these drops (and annoy

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13
Aug

Back to School: Five Surefire Ways to Boost Your Financial Education

Back to School: Five Surefire Ways to Boost Your Financial Education August is an exciting time of year. As the start of a new semester approaches, families across the country begin to pull themselves out of vacation mode and think more critically about the future. A spirit of learning is in the air, which makes things just a little brighter

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6
Aug

What Does it Mean to Call China a Currency Manipulator?

What Does it Mean to Call China a Currency Manipulator? Monday (August 5th, 2019) was a chaotic day for both the world economy and markets. We want to break down what’s happened, and how that will likely impact your investments. Source: Retirement Researcher What Does it Mean to Call China a Currency Manipulator?