Monday, December 9, 2019 I want you to close your eyes for a moment and imagine the worst client that you ever had. Come on, we all have had those relationships where if we see their name pop up when we look at our calendar on Sunday, our week is ruined. But no matter who that client was (I hope it is a was! READ MORE >>
Wednesday, August 21, 2019People crave guaranteed income in retirement, but they cringe at the mention of the word "annuity." That disconnect can make it tough to ensure a steady flow of dollars in later life. One answer: Go with an annuity, but keep it simple. READ MORE >>
Tuesday, July 9, 2019 Strategies for Tough Times: Five Steps to Secure Your Financial Future By Jean Chatzky with reporting from Arielle Gowen Read the newspapers, turn on the radio or television, and you'll get overwhelming evidence of something you probably already know: Times are tough. Unemployment is rising. READ MORE >>
Monday, July 1, 2019 3 retirement Rules Everyone Should Follow -- at Any Age The more you think about and plan for your retirement, the better it's likely to be. And since it can be 20 or 30 years of your life or more, it's well worth it. READ MORE >>
Thursday, June 20, 2019Many new investors don't understanding that saving money and investing money are entirely different things. They have different purposes, and play different roles, in your financial strategy and your balance sheet. READ MORE >>
Thursday, June 13, 2019 Finding the Right Annuity Product to fit Your Financial Puzzle In “The right fit: Choosing the appropriate annuity,” Paul Hechinger of On Wall Street discusses the need for complete clarity in the annuity industry. READ MORE >>
Thursday, June 6, 2019 You're Retiring. Now What? A lot has been written about the Baby Boomer generation, whose moniker came from the explosion of births following World War II. This large portion of the population is heading into or is currently in retirement with ages ranging from 53 to 71 in 2019. READ MORE >>
Thursday, May 30, 2019 Whom to trust when buying an annuity? Getting financial advice on complicated insurance products is, well, complicated. Most life insurance with investment options, long-term care insurance and annuity products come with a dizzying array of options and many pages of fine print, the merits of which are debatable for your bottom line. READ MORE >>
Monday, May 27, 2019Know that interest rates will probably rise Many experts will tell you that today's rock-bottom interest rates will probably rise. At least a bit. If they do, two areas can challenge investors: bond duration and adjustable-rate loans. "You'll want to switch to shorter-duration bonds," says David Fleisher, CEO at Firstrust Financial Resources in Philadelphia. READ MORE >>
Thursday, May 9, 20191. Set a savings goal On New Year's Day -- once your headache from all that champagne subsides -- set a savings goal for 2019. Your goal should be measurable, achievable, realistic and timely. You might feel really ambitious and set a super-high savings goal, but you'll also be setting yourself up for failure. READ MORE >>
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