Financial News

Worldwide Government Debt & Pension Obligations Out of Control

01/02/2017 11:00 AM

The nations of the world continue to print money, expand their governments and obligate their taxpayers with debt they can’t repay. The world economy is so interconnected, that when the first domin...


Annuities: The Oldest Retirement Plan

12/31/2016 11:00 AM

August 14, 1935, the U.S. government created the Social Security Administration to manage America’s first national retirement plan. Social Security benefits are often compared to lifetime annuity i...


Retirement Planning Converts What-if’s into Should-do’s

12/30/2016 11:00 AM

Retirement planning is filled with variables and uncertainties. Skilled professionals can identify gaps between income and expenses, and use financial modeling to cite potential solutions. Watch th...


Foresight Beats Hindsight for Today’s Accountants

12/29/2016 11:00 AM

Today’s clients value knowing what should be done instead of what should’ve been done. Watch the interview with retirement specialist Larry Lerner.


Annuities Lead the Pursuit to Predictable Income

12/28/2016 11:00 AM

High concentrations in low-return bond allocations can spell portfolio stagnation. Retirees now realize that the traditional 4% safe withdrawal rate is less than 3%. Annuities offer relief, but the...


Portfolios’ Diversity Helps Resist Financial Adversity

12/27/2016 11:00 AM

A portfolio’s variety of holdings may not make it diverse. Multiple holdings within a similar sector can create an imbalance susceptible to declines in value. True diversification is characterized ...


Market Frustrations Inspire Being Your Own Bank

12/26/2016 11:00 AM

Investors are increasingly recognizing the benefits of ready cash sources over hoped-for market gains. Almost ironically, cash value life insurance policies are being purchased to benefit the livin...


Charitable Giving that Pays Both Ways

12/24/2016 11:00 AM

Charitable Remainder Trusts have both philanthropic and income benefits. Donors designate a timeline of up to 20 years, and can establish multiple charitable trusts. Many types of assets can be don...


For Most Veterans, Benefits Are Unknown and Untapped

12/23/2016 11:00 AM

Substantial benefits available to Veterans, their spouses and widows often go by the wayside due to unfamiliarity. Tax-free aid may be available in addition to their pension, and is designed to cov...


Retirement: It’s Not Set It and Forget It - Right on the Money

12/22/2016 11:00 AM

Savers with retirement dreams based on annual retirement account statements can lose sight of their real worth. Taxes are the biggest expense in retirement, and 401(k) accounts are laden with defer...


Tipatuity App Launches Cashless Tipping & Digital Tip Jars

12/21/2016 07:38 PM brings forward a simple, safe and fast tipping portal that features social tipping, money transfer & tip share. It's convenient for business travel, cruises, hotels and val...


Fixed Index Annuities – a Mix of Attitudes and Attributes

12/21/2016 11:00 AM

The fast-paced sales of fixed index annuities reflect consumers’ changing attitude about insuring their retirements as they’ve done for their real estate property. The attraction of guaranteed life...


Safe-Money Ideas May Prepare Retirees for the Unpredictable

12/20/2016 11:00 AM

Needs, wants and dreams are constant at every life stage, and it takes a juggler’s temperament to keep them all viable. Late-in-life challenges can be harder to overcome, but active financial plann...


Domino Effect of Longevity Creates Many Needs

12/19/2016 11:00 AM

Irrefutable statistics are proof of longer lives for men and women, and for married couples vs. singles. Certain costs of daily living will last for life’s duration. Combined, long lives and ongoin...


The Sequence of Returns During Retirement

12/17/2016 11:00 AM

Longevity is an risk multiplier and can compound the risk of sequence of returns. Seniors need to defend themselves against this risk. Watch the interview with popular platform speaker, best sellin...


Financial Modeling’s Role in Retirement Planning

12/16/2016 11:00 AM

Math-based tools cannot only help project one’s readiness to retire, but life in retirement’s changing phases. Successful projections depend on fixed income sources; accumulated and complementary a...


Five Pillars That May Be Able Uphold Retirement’s Basic Principles

12/15/2016 11:00 AM

Many aspiring or actual retirees emphasize only one area, such as income. A sound plan has multiple aspects to keep the many ripple effects in check. A team of experts working together may be able ...


Guiding Your Retirements’ Assets from Secrecy to Transparency

12/14/2016 11:00 AM

Effective wealth transfer is increasingly making the shift from “don’t ask, don’t tell” to “open and honest communication.” Nearly everyone can benefit when methodical and measured asset management...


Start Your Federal Student Debt Relief with the Student Debt Counselors at National Student Aid Care

12/13/2016 06:56 PM

Start Your Federal Student Debt Relief with the Student Debt Counselors at National Student Aid Care


Myths and Misunderstandings Undermine Retirement Tax Planning

12/13/2016 11:00 AM

Largely feared, the IRS offers multiple avenues to manage income tax responsibilities. Taxpayers can benefit through knowledge, self-advocacy and the services of a proactive accountant or tax advis...

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