Longevity Effects Products, Plans and Quality of Life
Life Insurance Getting Cheaper, Lifetime Annuity Payouts Getting Smaller
Categories
America: Balance Sheet Bankruptcy
U.S. Prints Money, Suppresses Interest Rates & Raises Taxes
The Global Glut of Debt
Worldwide Crisis Caused by Government Debt & Pension Obligations
Lessons Not Learned About Money
All the Knowledge from College and No Financial Education
Plan Realistically for Retirement
Retirement Dreams of the Future Are Made from Today’s Plans
Investing More Efficiently Could Affect Real Returns
Nominal Returns May Just Be Product Promotions
Perform a Checkup on Your Insurance Coverage
Don’t Wait for a Claim to Discover What Coverage You Have
Getting a Handle on Your Credit
Credit Reports Often Contain Mistakes that Drive up Borrowing Costs
Cover the Basics of Budgeting
Creating a Budget to Generate Cash Flow
Managing Your RMDs May Save You Significant Taxes in Retirement
Required Minimum Distributions Can Make or Break a Retirement Plan
U.S. Consumer Credit Tapped Out
Student Loans Surpasses Auto Loans and Credit Card Debt
Late-Year Tax Planning Can Deliver Year-Round Benefits
Forecasting and pro-active adjustments can lessen the load at tax time, and also help retirees keep more of their monthly Social Security.
Assertive Tax Management Can Increase Spendable Retirement Income
Retirees can get their financial A-game on by acting on the difference between asset location and asset allocation.
A Successful Retirement Requires More Than Assets
Like baseball superstars, outstanding retirement plans excel in five key areas.
Attributes and Market Conditions Fuel Fixed Index Annuity Growth
Desire for safety and fear of markets’ relapse incent retirees to add annuities to their portfolios
Autonomy and Assurances Accelerate Annuity Adoption
Investors find comfort in annuity guarantees amid the decline of traditional pension plans.
Managing Taxes Can Create Cash Flow in Retirement
Taxes May Be the Biggest Expense in Retirement
Municipal Workers Retirement Plans Provide Distinct Advantages
Participants can take early distributions without penalties
Retirement Plan Specialists Can Be a Boon to High-Income Earners
Often-overlooked benefits can provide big reward to a small segment
A Successful Retirement Requires More Than Assets
Like baseball superstars, outstanding retirement plans excel in five key areas.