“You might be surprised to discover that much of what you hear about annuity products are either misleading or not true at all.” Steve Kerby Annuities are risk transfer products. . .
“If you are waiting for interest rate hikes before purchasing an annuity, you may want to reconsider.” Joe Edgeworth The Federal Reserve has begun declaring interest rate changes in the. . .
“Direct indexing isn’t exactly a new financial strategy. However, it has become increasingly popular lately due to declining trading costs.”- Gary Stewart. Any investment choices you make need to align. . .
“Understanding and mitigating the risks that cause plan failures is critical if you want to maintain your lifestyle when you retire.” Seniors who want sustainable, inflation-protected income when they no. . .
“As the economy sputters, more companies are nickel and diming their customers into the poor house. If you don’t want your pockets picked, you must be exceptionally vigilant and avoid. . .
Consider the goat. The first time a goat comes in personal contact with an electric fence, it remembers the lesson from then on. I have even seen animals teach the. . .
There are two kinds of retirees, those reliant on income/distributions from their IRA and those who are not. Which camp you fall into depends largely on your other sources of. . .
This is a story that most of us have heard before. Previously when you retired from your long-time employer, you received the “wristwatch “and your pension. Your pension plan was. . .
“If you want to create a lifetime income stream from your fixed index annuity you can either take a lump sum payment or turn it into a series of payments. . .
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