Thursday, March 30, 2017 Fixed Indexed Annuity Benefits Are Still In Demand There is still a case to be made for buying fixed indexed annuity products. Before they were included in the DOL’s fiduciary rule, FIA sales were sky high and on an eight year streak of increases. READ MORE >>
Wednesday, March 29, 2017 Here’s an ‘income menu’ that could help retirees make their savings last Workers understandably fret about the shift from traditional pensions to 401(k)s and similar defined-contribution plans. The investment risk is now almost entirely on their shoulders, as is the responsibility of figuring out how to make their savings last 30 years — or even longer. READ MORE >>
Tuesday, March 28, 2017 The Fate of the Fiduciary Rule It’s hard to turn on the news without hearing about a variety of confirmation hearings for several of President Trump’s appointees, and lately they’ve been focused on Alexander Acosta, the appointee for head of the Department of Labor. READ MORE >>
Monday, March 27, 2017 Generate Income in Retirement with a Fixed Lifetime Income Annuity One of the challenges of retirement is converting your personal savings into retirement income. Two common approaches used to generate income from personal savings are: Systematic withdrawals A fixed lifetime income annuity READ MORE >>
Friday, March 24, 2017 Lifetime Income: Retirement Pitfalls And How To Plan For A Recession Many retirement planners often follow the standard advice in the industry based on historical returns and planned draw downs rates, but the fact is, when you retire can make all the difference. READ MORE >>
Thursday, March 23, 2017 3 Little-Known Strategies to Maximize Social Security Benefits While collecting Social Security benefits may seem straightforward, there are actually several strategies for collecting benefits -- especially if you are married -- that can increase your retirement benefits. READ MORE >>
Wednesday, March 22, 2017 Understanding Annuity Income There are a lot of choices when purchasing an annuity, but in general, the guaranteed lifetime income stream is always the same, according to a recent article from The Street. READ MORE >>
Tuesday, March 21, 2017 Equity Indexed Annuities Pros And Cons For A Safe Retirement One of the biggest challenges faced by retirees, or people who have just entered retirement, is finding the best method for ensuring that the money they’ve worked so hard to save doesn’t run out, or isn’t lost to market declines. READ MORE >>
Monday, March 20, 2017 FIXED INDEX ANNUITIES ‘Magical’ or ‘Unsuitable’? As sales of the insurance product soar, regulation remains lax, and experts urge caution, especially by the elderly. Trump could halt a rule aimed at putting clients first. That night, like most nights, Phillip J. READ MORE >>
Thursday, March 16, 2017
2017 will be year of change for retirement industry
Demographics, demise of pensions will shift focus from assets to income planning
The financial advice industry faced some significant headwinds in 2016 from the rise ... READ MORE >>
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