Annuities and Retirement Stewardship – Part 1

As a financial coach, I often work with folks who are in the accumulation/growth phase of planning for retirement (i.e., 5 to 10 years or more away). Sometimes I come across someone who has either: 1) received a recommendation from their stock broker or insurance salesperson to purchase a fixed-rate, indexed, or variable annuity product … Read more

Your Four Most Important Financial Decisions – #4: Saving and Investing

This is the third and final article in a three-part series about the most important financial decisions that affect retirement stewardship. Our saving and investing decisions, especially early on, dramatically affect what we will have when we retire. In fact, when you save (timing) may actually be more important than how much you save (amount) or … Read more