Archive for Developer

Why Ken Fisher Is Wrong on Annuities: Milevsky, Finke

5th Nov, 2015

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Why Ken Fisher Is Wrong on Annuities: Milevsky, Finke

From: thinkadvisor.com

‘There is a magical, secret ingredient, a secret sauce, inside an annuity that can’t be replicated’ by other retirement products, Milevsky says

Ken Fisher hates annuities, and annuity experts aren’t exactly in love with what the famed money manager said about those retirement products in an interview with ThinkAdvisor last week.

The chairman and CEO of Fisher Investments, who runs a three-year-old annuity…

13 Countries With Better Retirement Systems Than U.S.

4th Nov, 2015

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13 Countries With Better Retirement Systems Than U.S.

From: thinkadvisor.com

The U.S. continues to decline in Mercer’s ranking of the world’s pension systems

The United States has continued its decline among countries’ retirement income systems ranked in the Melbourne Mercer Global Pension Index.

Mercer released the results of its 2015 index, which encompasses 25 countries with pension systems at varying stages of maturity – some systems are well established while others, particularly in the…

How To Raise an Adult with a Trust Fund

30th Oct, 2015

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How To Raise an Adult with a Trust Fund

From: retirementestateplan.com

Recently, I had the pleasure of meeting and listening to Julie Lythcott-Haims, the author of the bestselling book, How to Raise an Adult.

Her message is one of how affluent parents do their children a disservice by thinking of them as “kids” past a certain age and undermine their self-efficacy by doing things for them rather than expecting and trusting them to…

Odom and Kardashian: Why Living Wills Matter

22nd Oct, 2015

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Odom and Kardashian: Why Living Wills Matter

From: wealthmanagement.com

Former NBA star Lamar Odom was hospitalized Tuesday after being found unconscious in a Nevada brothel, according to major news outlets.

An already odd story took an even stranger turn on Wednesday when news broke that the now-comatose Odom’s ex-wife, Khloe Kardashian, was responsible for making his medical decisions. It turns out that although the couple signed divorce papers in July, the backlog in…

For Love or Money?

15th Oct, 2015

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For Love or Money?

From: wealthmanagement.com

Florida Appellate Court affirms finding of spousal undue influence

Statistically, undue influence is the most frequent legal basis for invalidating a will in Florida.1 Because an undue influencer usually exercises influence over the decedent behind closed doors, opponents of a will generally have little, if any, direct evidence available to establish that a will was procured by undue influence.

Realizing this, in 2002, the Florida legislature enacted Fla….

The Ease of Index Funds Comes With Risk

14th Oct, 2015

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The Ease of Index Funds Comes With Risk

From: nytimes.com

The logic of investing in index funds has so far seemed simple and compelling for growing numbers of people.

Why spend the time researching individual securities and run the risk of choosing the wrong stock in the wrong sector when you can simply buy the market as a whole? Put your money in an exchange-traded fund, or E.T.F., or in a traditional mutual…