Summertime is in full swing, and I hope everyone is taking the time to enjoy the warm weather.
I know I did last week as I chose to ignore the whole “reapply” the sunscreen rule.
I’m excited to see a lot of you in the Bahamas in a couple weeks! (I’ll try to remember reapply this time)
As always, your Main Team is here for you as you need us. If we haven’t had some coaching calls in a while because of the “summer lull” let’s make sure to get those back on the calendars!
Cheers!
Here are your Quick Hits:
BlackRock Report: Paving the Way to Optimized Retirement Income
- Great whitepaper from a non-insurance carrier with case studies on diversified plans using annuities in retirement.
- “With Americans living longer than ever and the average retirement age largely unchanged, many households struggle to make their assets last through retirement.1 Financial advice often focuses on boosting personal savings rates and maximizing return on investment during savers’ working lives, known as the accumulation phase of retirement planning. Equally important, however, is the decumulation phase, when households seek to generate sufficient income in retirement to meet their spending needs.”
- “Our analysis demonstrates how a holistic approach to retirement income benefits savers. We look at how a few steps—adding guaranteed income, adjusting asset allocation over time, and delaying one’s retirement date—can potentially generate more retirement income and decrease risk.”
Visualizing Every Company on the S&P 500 Index
What is ignored or neglected by the media — but will be studied by historians? – Twitter Thread
- 25 super interesting topics to take a look at and use for topics on the radio, podast or appointments.
15 Best Gifts for Coffee Lovers
- Not a normal quick hit, but I thought this might be helpful to find that next unique but thoughtful gift for your clients.
- I definitely wouldn’t call myself a coffee snob but when you mix new tech with caffeine, I’m in!
