Are Your Eyes Open About Your Retirement? Expanding on the theme of yesterday’s newsletter, “The Secret to Living Well at 100,”  which we sent our clients so they can properly plan for their financial futures, here’s some supplemental information you’re sure to find helpful. And probably more than a little disconcerting. Simply put, we all […]

Center for Retirement Research at Boston College Among the growing body of academic research focusing on retirement vulnerability, a Special Project of the Center for Retirement Research at Boston College provides additional insights into one of the challenges facing all of us who worry about living comfortably during retirement. Running out of money. This project, […]

Ernst & Young Analysis:  “Longevity Risk” Increasing Finn Financial Group’s October, 2009 newsletter, Live Longer – Buy Annuities, featured research from a smattering of sources emphasizing the value and importance of annuities to one’s overall financial health. As part of our commitment to helping clients achieve lifetime financial stability, we wanted to pass along some […]

“Make Your Money Last a Lifetime.” That’s the title of a December 1, 2010 article by personal finance expert Jane Bryant Quinn in her most recent AARP Bulletin column “Financially Speaking.” On a personal and professional level, I’m always drawn to articles about retirement planning in hopes of gleaning some new nugget of wisdom I […]

For most of the last 30 years, the idea of fixed term retirement solutions seemed about as trendy as Brylcreem. Companies offering Defined Benefit plans dwindled and serious efforts were afoot to privatize Social Security. Years of generally positive returns seduced people into believing that the stock market posed no inherent risk to their retirement […]

June 8, 2022 – Lost amid all the National “Fill in the Blank” Month celebrations recognized in June (my personal favorite just might be National Accordion Awareness Month), perhaps none hits closer to the pocketbook than the one created by the National Association for Fixed Annuities (NAFA): National Annuity Awareness Month. While all the stock […]

June 3, 2022 – That’s the word on the street according to the author of “Rising Interest Rates Means Annuities Are Hot.” The article goes on to promote the current environment as an excellent time to consider dedicating a portion of one’s retirement portfolio toward annuities, especially if near retirement. Not discussed in the article […]

November 10, 2020 – Please, please, please, PLEASE understand the stock market is not without risk. The stock market has had a phenomenal run over the course of the past decade. Fortunes have been made, lost for a bit, then made again. If you’re among those who have benefited from this prolonged bull run, CONGRATULATIONS! […]

September 22, 2020 – Two related AARP Bulletin articles may have bearing on your retirement plans. In short, companies are temping retirees with offers to pay their retirement benefits as a single, commuted lump sum instead of honoring their monthly pension obligations. If you or anyone you know works for an organization that even offers […]

March 3, 2020 – Remember the line in Platoon when Sgt. O’Neill (John C. McGinley) expresses his concerns about a pending military conflict with Staff Sgt. Barnes (Tom Berenger)? “Bob, I got a bad feeling on this one, all right? I mean, I got a bad feeling. I don’t think I’m gonna make it outta […]