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Aim Inc. Blog: money

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Many 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 >>

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 >>

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 >>

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 >>

Know 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 >>

1. 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 >>

Do you have questions regarding your financial future? We find that the majority of people have a general idea of what it means to plan for the future, however their plans seem to fall short of achievement in spite of all the hard work they invested into themselves.  READ MORE >>


A Beginners Guide to Fixed Index Annuities A Fixed Index Annuity is a tax-favored accumulation product issued by an insurance company. It shares features with fixed deferred interest rate annuities; however, with an index annuity, the annual growth is bench-marked to a stock market index (e.g. READ MORE >>

5 Smart Ways to Reduce Taxes in 2018 Who doesn't want to pay less in taxes? Read on for some tips on claiming the best tax breaks. January is a great time to start thinking about how you can reduce your tax bill for the current year. READ MORE >>

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