Cornerstone Wealth and Tax Advisory

WORK, RETIREMENT AND FINANCIAL SECURITY IN THE 21ST CENTURY

WORK, RETIREMENT AND FINANCIAL SECURITY IN THE 21ST CENTURY This week’s article, written by the President of the Transamerica Institute and Executive Director of the Aegon Center for Longevity is called “Work, Retirement and Financial Security in the 21st Century”. The author ask the question “Should retirement be a fixed moment in time? A more

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TAKEAWAYS

Following up on a presentation in DC where industry professionals and policy makers addressed “major challenges Americans face today when it comes to planning for retirement and responsibly managing their money during stock market swings”, this week’s article remarked that “Retirement plans come in all different shapes and sizes, based on your own unique needs,

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MANAGING RISK

This week’s article discusses managing risk with Fixed Indexed Annuities. The author writes that in “the past decade, the financial market has experienced extreme swings and with such volatility, Americans are rethinking traditional retirement income and investment sources.” Further, the author goes on to say that “many financial experts see this return to a high

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