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Should Annuities Provide Your Retirement Paycheck?

Should Annuities Provide Your Retirement Paycheck? From: foxbusiness.com With traditional safety nets such as company pensions and Social Security dwindling, many of the 78 million baby boomers are left trying…

Regulators say something about living wills, and are relieved that no one really cared

Regulators say something about living wills, and are relieved that no one really cared From: finreg.sourcemedia.com Banking regulators managed to say a little something about living wills yesterday, and no…

The Dark Side of Variable Annuities

…a profit, the insurance company would have to earn approximately 9% a year to pay you 6%. Since insurance companies must invest mainly in corporate bonds, they typically make closer…

Just How Dumb Are Investors?

…the investors who stay. At Morningstar.com, the “performance” tab at each fund’s page enables you to compare fund returns against investor returns. If the gap between the two numbers is…

11 Expenses You No Longer Need in Retirement

11 Expenses You No Longer Need in Retirement From: retiredinamerica.com Retiring early seems like a distant dream. But with determination, motivation and careful planning, you could become financially independent and…

Why Ken Fisher Is Wrong on Annuities: Milevsky, Finke

…“Yes, as soon as you slap a living benefit onto an annuity, it becomes even more complex; but complexity doesn’t equal bad,” says Scott Stolz, senior vice president of private…

A Guide to Social Security for Seniors

…also refer you to interpreters, free legal help and other community-based resources. AARP (888) 687-2277 AARP provides a variety of free tools to answer your questions and help you calculate…

These 5 sources of retirement income aren’t taxable

…for added growth. Not only are HSA contributions tax-free, but gains on your HSA investments are tax-free as well, and then withdrawals from an HSA can be taken tax-free during…

Estate Planning Options Under The SECURE Act

Estate Planning Options Under The SECURE Act From: www.fa-mag.com With the SECURE Act now signed into law, it is critical to understand how it changes how we approach estate planning….

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