Annuities: The Oldest Retirement Plan
Annuities Have Existed for More Than Two Millennia
Released On: 31/12/2016
Views: 2145
Retirement Planning Converts What-if’s into Should-do’s
Foundational data and counsel can turn common questions into answers and direction.
Released On: 30/12/2016
Views: 2103
Foresight Beats Hindsight for Today’s Accountants
Today’s clients value knowing what should be done instead of what should’ve been done
Released On: 29/12/2016
Views: 1906
Annuities Lead the Pursuit to Predictable Income
Bonds’ low returns and risks of rising rates have investors seeking shelter
Released On: 28/12/2016
Views: 1791
Portfolios’ Diversity Helps Resist Financial Adversity
Diversification blends holdings, asset types and risk tolerance
Released On: 27/12/2016
Views: 2064
Market Frustrations Inspire Being Your Own Bank
Safe-money alternatives put savers in a position to capitalize
Released On: 26/12/2016
Views: 1819
Charitable Giving that Pays Both Ways
Alert and benevolent investors can give and receive to their advantage
Released On: 24/12/2016
Views: 1796
For Most Veterans, Benefits Are Unknown and Untapped
Deserving veterans can go decades without the aid they’ve earned
Released On: 23/12/2016
Views: 1943
Retirement: It’s Not Set It and Forget It - Right on the Money
Retirees anticipating a “cruise control” lifestyle must often navigate transitions instead.
Released On: 22/12/2016
Views: 1868
Fixed Index Annuities – a Mix of Attitudes and Attributes
Annuities’ guaranteed lifetime income could solve some of the most common fears of retirement.
Released On: 21/12/2016
Views: 1947
Safe-Money Ideas May Prepare Retirees for the Unpredictable
A preservation approach can help manage life’s unexpected curveballs.
Released On: 20/12/2016
Views: 1880
Domino Effect of Longevity Creates Many Needs
The certainties of annuities may answer the uncertainties of longevity.
Released On: 19/12/2016
Views: 1981
The Sequence of Returns During Retirement
Risks in Retirement Are Many, but the Sequence of Returns Risk May Trump Them All
Released On: 17/12/2016
Views: 1932
Financial Modeling’s Role in Retirement Planning
Software and Honest Inputs Can Help Monitor Retirement
Released On: 16/12/2016
Views: 1856
Five Pillars That May Be Able Uphold Retirement’s Basic Principles
A Comprehensive and Effective Strategy Covers All the Bases, Individually and Collectively
Released On: 15/12/2016
Views: 2001
Guiding Your Retirements’ Assets from Secrecy to Transparency
: Dialog Can Help Preserve Wealth, Set Expectations and Reduce Potential Conflicts.
Released On: 14/12/2016
Views: 1892
Myths and Misunderstandings Undermine Retirement Tax Planning
Taxpayers Shortchange Themselves Through Assumptions and Reactive Accounting Practices
Released On: 13/12/2016
Views: 1880
Education and Participation Trigger Women’s Retirement Success
Knowledge Can Helps Overcome Inexperience
Released On: 12/12/2016
Views: 2496
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