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Annuity Awareness Month in Massachusetts



June is annuity awareness month. How did this come about and why? In 2015, The Commonwealth of Massachusetts proclaimed June
Annuity Awareness Month, to "educate consumers on annuity benefits, support them in considering annuities... and encourage them to seek professional advice for implementing annuities effectively in their income and legacy planning."

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In Retirement Planning, Annuity, Annuities, Annuity Awareness

The Big Lie of Retirement Planning


What if everything people were being told about retirement planning was not true?
Well, maybe lie is too strong a word. Perhaps misleading is better… or outdated. There, that’s it; outdated. Everythig we’re being told about retirement planning is outdated.

We’re all told to max out our 401k, 403b or other employer-sponsored plan. And when we’re done with that, we should put more money into an IRA or a Roth IRA, unless of course you can’t because of the restrictions and phase-outs. Here’s the big problem though. Things have changed, and they’re really important things.

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In Retirement Planning
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