Ethos Capital Advisors, LLC Blog


 

Annuity Strategies That Keep the Income Flowing in Retirement

Annuity Strategies in Retirement    More than 90 percent of American workers in their 50s don’t have a pension and 46 percent don’t participate in an IRA or 401(k) at work. A recent study found four in 10 middle-class Americans will likely live on or below the federal poverty line by age 65.1   Many…

Don’t Leave Your Long-Term Care Plan to Chance

Long-Term Care and You According to new research from Genworth, one of the nation’s leading long-term care insurance companies, Americans are both entering caregiver roles and requiring care at younger ages. Among the study’s findings:1 Nearly half of family caregivers now are men The average age of a family caregiver is 47 (down from age…

How To Prepare For Your Complimentary Retirement Analysis

While you need not to bring any information with you on your visit, if you do wish to have these analyses completed as accurately as possible, below is a list of pertinent information that is helpful:Retirement Security Analysis While estimates are fine, the more detailed information we have to input, the more helpful the final analysis will…

Responsible Investing Options Keep Sprouting

Nearly $23 trillion of assets worldwide are managed using responsible investing (RI) strategies, a 25 percent increase since 2014, according to the Global Sustainable Investment Alliance. New funds focused on environmental, social and governance (ESG) issues have also doubled since 2014.1   RI used to suffer under the guise of a do-good passion project or…

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