Financial News

Tax Diversification in Retirement

02/20/2018 11:00 AM

Tax diversification and ongoing tax management can generate net spendable income in retirement. Income created through tax savings can make the difference between living a happy lifestyle and just ...

 

Indexed Universal Life Insurance

02/19/2018 11:00 AM

The latest versions of indexed universal life insurance may be a new asset class to consider because it may have tax favored treatment and risk mitigation by design. As retirement modeling expands ...

 

Owners and Beneficiaries - Proper Assignments Are Necessary

02/16/2018 11:00 AM

When you buy life insurance, you must make two important decisions—who will own the policy and who the beneficiary or beneficiaries will be. Watch part 5 Owners and Beneficiaries from the series Pr...

 

How Much Life Insurance

02/15/2018 11:00 AM

A life insurance policy could replace five to seven times, or as much as ten times, your annual income. However, this kind of rough estimate is no substitute for a thorough analysis of your needs. ...

 

Permanent Life Insurance

02/14/2018 11:00 AM

Permanent insurance is exactly what it sounds like: It’s lifetime coverage that you can buy at any time before you reach the insurer’s upper age limit for issuing a policy, often 80. The policy las...

 

Term Life Insurance

02/13/2018 11:00 AM

You can buy life insurance that protects you for a limited period of time or stays in effect until you die. If you have temporary financial liabilities, i.e. for a certain period of time term life ...

 

Insuring the Future

02/12/2018 11:00 AM

When you think of financial planning, you probably think about saving for goals like retirement, buying a house, paying for education, and otherwise achieving the future you want for your loved one...

 

Diversity to Mitigate Adversity

02/09/2018 11:00 AM

The concept of asset allocation, or measuring the risk posed by different types of securities and creating a portfolio of investments with low or negative correlations, is based on the work done by...

 

Risk and Return

02/08/2018 11:00 AM

The concept of asset allocation, or measuring the risk posed by different types of securities and creating a portfolio of investments with low or negative correlations, is based on the work done by...

 

Identifying Asset Classes

02/07/2018 11:00 AM

Most investment assets can be assigned to a distinct asset class, or category, based on the way they behave. No asset class is exactly like another, though the extent to which they differ does vary...

 

Investing with a Purpose

02/06/2018 11:00 AM

The opportunity to meet your financial goals is the greatest incentive for making informed investing decisions. The old adage, that if you don’t know where you’re going, any road will take you ther...

 

Building Your Portfolio

02/05/2018 11:00 AM

Asset allocation and diversification are strategic tools you can use to help protect your portfolio against some of the risks of investing. But there’s no guarantee that a carefully allocated and b...

 

Purchasing Blocks of Retirement Income

02/02/2018 11:00 AM

One of the biggest challenges you’ll face in retirement is managing your money so that it will last for the rest of your life. There are some questions to consider as you create your retirement pla...

 

Annuity Income Options

02/01/2018 11:00 AM

While some contracts offer more income options than others, or use different language to describe your choices, you have six or seven alternatives, each with distinctive characteristics. You can ge...

 

Fixed Rate & Indexed Annuities

01/31/2018 11:00 AM

The income you receive from a deferred or indexed annuity when you annuitize depends on several factors, including the contract value, which is premiums plus earnings minus expenses, your age and t...

 

Guaranteed Sources of Retirement Income

01/30/2018 11:00 AM

Annuities, have advocates and critics. The advocates 
feel that the insurance protection the contracts offer, the potential for growth, and the promise of lifetime income make them valuable retirem...

 

Planning for Retirement Income

01/29/2018 06:00 PM

Managing your finances during retirement involves juggling your sources of income to make sure you have enough money to live on. It’s a
lot like making a quilt: No piece by itself is
big enough to ...

 

Fund Employee Perks with Bank Money

01/26/2018 06:00 PM

Leverage is a beautiful thing, especially when it’s not your money. Businesses are always on the hunt for quality employees and maintaining key employees. Watch the video interview with certified f...

 

Retiring with Other People’s Money

01/25/2018 11:00 AM

: In the movie Other People’s Money, Lawrence Garfield says, “I love money more than the things it can buy. There's only one thing I love more than money. You know what that is? Other People’s Mone...

 

Alternative College Funding

01/24/2018 11:00 AM

There’s no doubt that the cost of higher education has increased dramatically in recent years. Yet, perhaps surprisingly, the number of students enrolling in all types of institutions has increased...

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