Discover financial news you need to know from professionals you trust.


Get the information that can help you live a confident retirement.

In The Press

Articles by Somerset

Retirement: 8 Rules for Savvy Annuity Buyers

By webteam | July 5, 2018 | 0 Comments

Read the latest MarketWatch article by Somerset’s President, Andrew Murdoch, discussing how to shop carefully for annuities.

Baby Boomers Buying Annuities In Record Numbers

By webteam | July 5, 2018 | 0 Comments

Learn more about baby boomers buying annuities in an article written by Somerset’s President, Andrew Murdoch.

6 Tips for Shopping for Annuities – Syracuse Post Standard

By webteam | July 5, 2018 | 0 Comments

Article written by Somerset’s President Andrew Murdoch.

Seven Ways To Reduce Your Oregon Income Taxes – GoLocalPDX

By webteam | July 5, 2018 | 0 Comments

President Andrew Murdoch discusses ways to cope with high Oregon income tax in GoLocalPDX

How to Plan for Retirement When You Have a Child with Autism or Special Needs

By webteam | July 5, 2018 | 0 Comments

Somerset adviser, David Smith, offers his advice in this Bankrate article.

Somerset’s President, Andrew Murdoch, pens a new article for MarketWatch with 5 things you can do to mitigate your Required Minimum Distribution Costs.

By webteam | July 5, 2018 | 0 Comments

As You Approach 70, Tips Like These Can Help Trim Your RMDs

Radio Interviews

MoneyLife Radio Interview with Tom Hamlin (Part 2)

By webteam | July 5, 2018 | 0 Comments

Listen to Somerset’s President, Andrew Murdoch, discuss annuity trends on KBNW-AM’s “Inside Central Oregon.” Part 2

MoneyLife Radio Interview with Tom Hamlin (Part 1)

By webteam | July 5, 2018 | 0 Comments

Somerset’s CEO, Tom Hamlin, spoke with Chuck Jaffe on his MoneyLife radio show about the outlook for annuities in 2016. Inside Central Oregon Radio Interview with Andrew Murdoch: Part 1.

The Appeal of Nursing Home Doublers

By webteam | July 5, 2018 | 0 Comments

Part 2 Listen to Somerset’s President, Andrew Murdoch, discuss the saving habits of Americans and how Oregon’s current economy measures up against other states.

The Appeal of Nursing Home Doublers

By webteam | July 5, 2018 | 0 Comments

Listen to Somerset’s President Andrew Murdoch discuss doublers with WOCA radio in Ocala.

Radio Interview with Joe Loverro of WRIP Radio

By webteam | July 5, 2018 | 0 Comments

Joe interviews Andrew Murdoch about annuities. Andrew breaks down annuities, explaining the various types and identifying the best candidates.

MoneyLife Radio Interview with Andrew Murdoch

By webteam | July 5, 2018 | 0 Comments

President Andrew Murdoch explains the various types of annuities in detail. A comprehensive overview. A recommended listen for anyone considering investing in annuities.

Articles Contributed to by Somerset

4 Ways Marriage Makes Your Social Security Bigger

By webteam | July 5, 2018 | 0 Comments

Andrew Murdoch, President of Somerset Wealth Strategies, contributes to this article on how to make the most of your social security benefits.

Retirement Planning for Singles: 5 Tips for Flying Solo

By webteam | July 5, 2018 | 0 Comments

Somerset’s Scott Sadar contributes to this article addressing the insecurity that many single retirees feel.

7 Tips to Find Effective Investment Mentoring

By webteam | July 5, 2018 | 0 Comments

Executive VP of Somerset, Scott Sadar, advises investors on keeping their cool when riding the market’s ups and downs in this article by US News & World Report.

7 Tips About Required Minimum Distributions for Baby Boomers Turning 70

By webteam | July 5, 2018 | 0 Comments

Somerset’s Tom Hamlin offers warnings on RMDs in this Bankrate article.

Use Income From Your Sideline Business to Grow Retirement Savings Quickly

By webteam | July 5, 2018 | 0 Comments

Somerset CEO Tom Hamlin contributes to this article advising high earners in retirement.

Multiple IRAs: Why It Sometimes Makes Sense to Own More Than 1 IRA

By webteam | July 5, 2018 | 0 Comments

View BankRate’s slideshow for input from Somerset’s executive vice president Scott Sadar on why you may want to own more than one IRA.

SEC Steps in on RIA Succession Planning

By webteam | July 5, 2018 | 0 Comments

Kaitlin Ugolik’s consults Somerset’s Tom Hamlin in her latest Institutional Investor article about the SEC’s role in continuity planning.

Top 50 Annuities for 2016 by Karen Hube

By webteam | July 5, 2018 | 0 Comments

Read Karen Hube’s latest Barron’s article on the Top 50 Annuities for 2016, with a contribution from Somerset’s Andrew Murdoch. Follow the link for a preview and to subscribe or call (800) 544-0422 to obtain a copy of the article.

The Elusive Nature Of Culture At Broker-Dealers

By webteam | July 5, 2018 | 0 Comments

Somerset’s own Andrew Murdoch offers his take on the broker-dealer culture in Juliette Fairley’s latest article for Financial Advisor.

Single-Income Families: 6 Secrets to Help Make Ends Meet

By webteam | July 5, 2018 | 0 Comments

Scott Sadar, executive vice president at Somerset Wealth Strategies, advises breadwinners to maximize income opportunities at their current place of employment in Robyn Tellefsen’s article.

Press Releases

Annuity Sales Continue to Sputter, Annuity FYI Reports

By webteam | July 5, 2018 | 0 Comments

Will This Provide a Silver Lining for Consumers?

Weak Annuity Sales Show No Signs Of Recovery

By webteam | July 5, 2018 | 0 Comments

Sales Could Stay Depressed For Years, Adds The Online Informational Resource

Ready to meet with one of our Financial Professionals?

For more information about any of the products and services listed here, schedule a meeting today.

Or give us a call at 503-595-1333