An investment is something that you put money into with the expectation of earning a profit. For example, you might buy shares of ownership in a company. If the company does well, the value of the stock will go up, and you can sell it for more than you paid.
Learn more about investing from our financial advisors below.
Little better than keeping money under the mattress, the idea that bank accounts are the best way to save for retirement is a myth. In reality, they are one of the worst options out there. By keeping your money in a savings account, you’re missing out on potential earnings and losing purchasing power to inflation. […]
A dangerous phenomenon is happening within the financial services industry. For years marketing gurus taught the masses about niche marketing. We listened and drank the Kool-Aid. It happened across almost every industry and worked like a champ. Specialists homed in on their craft and focused their energy on profitability by focusing on specific segments of […]
With the failure of several large banks in this country, concern over the banking industry is merited. Since size doesn’t seem to be an issue, both small and large banks cannot be immune from the possibility of failure. Banks have never been safer! With state bank regulators working with the Federal Reserve, our whole banking […]
“Happily ever after” is typically the ending of a fairy tale. But it’s more than that. It’s also the way we want to retire. What does it take to have a long and happy retirement? This has been the subject of study by Ph.D.s in countries around the world. Before I go on, how would […]
Becoming financially savvy is key to living a comfortable retirement, so let’s explore how soon to make the most of your money! Money experts agree that certain consumer fees can be particularly costly for retirees and soon-to-be retirees. To help, we’ve outlined some of the worst consumer fees to watch out for and ways to […]
What does risk mean when it is concerning your retirement accounts? How do you determine your risk exposure? When considering risk decisions regarding retirement accounts the two most important factors are your current age and the number of years before you retire because as you age, you have fewer years to recoup market losses. Moving to more stable and safe options as we age can help remove the risk factor on a portion of your accounts.
Maintaining a pre-retirement lifestyle in retirement is now the top concern of Americans participating in defined contribution plans, such as 401ks and IRAs. According to some surveys, nearly half of respondents are nervous about potential declines in their standard of living. A majority of those who say they are concerned have no other earnings outside […]
Do it yourself Life insurance is here. Life insurance has been a big part of my lifetime business practice, and it has been a part of building portfolios and planning my client’s future. I was trained in the Northwestern Mutual system, which bases its sales practices on a solid and thorough fact finder, helping prospects […]
Many people are shocked at how much of their tax-deferred balances will be erased by current taxes when funds are withdrawn, and it is not uncommon for these accounts to have amassed seven figures. Little attention is often focused on what will happen to one’s hard-earned money when it comes time to withdraw it from […]
Fees Can Really Cost You When it comes to investing, every little bit counts. And while a small annual fee may not seem like a big deal at the time, it can add up over the years and significantly impact your investment returns. For example, let’s say your portfolio is at $500,000.00 and you are […]
© 2023 Annuity.com – A National Organization Focused on Truth, Transparency, and Trust.
For Licensed Agents | Honors| Member Login
About | Contact | Glossary | Code of Ethics | Terms of Use | Privacy Policy | Website Accessibility
