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February 28, 2019

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Learning to manage your 401(k) can provide huge benefits The creation of 401 (k) plans was essentially an accidental byproduct of the Revenue Act passed by Congress in 1978. This. . .

February 27, 2019

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A guarantee or a guess, which would you choose? Guarantees or a future guess, which would you choose? Annuities are annuities. The term annuity, when used as a noun, can. . .

February 27, 2019

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Annuity riders increase a purchaser’s payout options and some insurers offer annuity rider incentives by matching contributions or through bonuses with the purchase of an annuity. However, riders cost extra. . .
February 27, 2019

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An annuity is a long-term financial contract, and permanent whole life insurance purchased as an alternative to annuities is also a commitment that could last for several years. Investors who. . .
February 25, 2019

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Years ago the state insurance regulators made annuity companies change their rules when they were in a position to make “windfall” profits. Much like the gas and oil boom. . .
February 24, 2019

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Baby Boomers can benefit from these myths and truths.   Myths and Truths about Annuities We all remember stories from our childhood which turned out to be nothing more than. . .

February 22, 2019

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Win the low interest rate war with this safe approach to retirement planning.   Are you planning for retirement? Are you confused about what to do? Should you leave your. . .

February 22, 2019

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Questions can help you make the best decisions for retirement choices Questions can be your strongest asset when considering your important retirement money. Asking how, what, when, where and why. . .

February 22, 2019

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A joint and survivor annuity is held by two or more individuals, usually by husband and wife, under an arrangement wherein annuity payments are made in full while both the. . .
February 21, 2019

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The stock market goes up and goes down. Think YOYO.   Many investors finally understand what YOYO means when investing:  You are on your own! When it goes up the. . .

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