Financial News

A Successful Retirement Requires More Than Assets

06/29/2016 11:00 AM

Though many people focus on a specific dollar number to retire, a combination of skills and a well-executed plan can make a huge difference. In fact, a successful retirement plan is a balancing act...

 

Attributes and Market Conditions Fuel Fixed Index Annuity Growth

06/28/2016 11:00 AM

Investors in or considering retirement are increasingly adding fixed index annuities to the traditional presence of equities and bonds in their retirement portfolios. Fixed index annuities offer li...

 

Irvine California Mortgage Lender E Mortgage Capital Provides Fixed Rate Mortgages To Homebuyers

06/28/2016 05:39 AM

Irvine California Mortgage Lender E Mortgage Capital Provides Fixed Rate Mortgages To Homebuyers

 

Insurer Contracts Rewards Indexes’ Gains, Protects Against Losses

06/27/2016 09:00 AM

Investors have many possibilities by including index-based annuities as a part of their retirement plans. In a best-of-many-worlds scenario, consumers can realize gains, protect against market vola...

 

Get A Fixed Rate Mortgage In Orange County California With E Mortgage Capital

06/26/2016 12:45 PM

Get A Fixed Rate Mortgage In Orange County California With E Mortgage Capital

 

The Mortality Revolution

06/25/2016 11:00 AM

The Mortality Revolution is impacting senior living like never before. It’s now become the #1 risk in retirement; business succession and estate planning. But living longer is also a risk multiplie...

 

Lack of Expertise Undermines Inexperienced Retirees

06/24/2016 11:00 AM

Individuals overestimate their ability to plan their own retirement, often taking a plug and play approach. By not involving a qualified and certified professional, they can overlook the many facto...

 

San Francisco Mortgage Lender E Mortgage Capital Offers The Best Fixed Rate Home Loans

06/24/2016 10:10 AM

San Francisco Mortgage Lender E Mortgage Capital Offers The Best Fixed Rate Home Loans

 

The Truth About Mutual Funds Real Returns After Fees

06/23/2016 11:00 AM

Ubiquitous in the financial landscape, many investors don’t understand the real returns of mutual funds, and some investors can confuse funds’ diversity with safety.

 

Stagnant Interest Rates Have Their Own Risk

06/22/2016 11:00 AM

Although a same rate of interest can be friend or foe, depending on your situation, the sustained low interest rates of recent years are spelling increasing concern for retirees.

 

Refinance Your Yorba Linda California Home With E Mortgage Capital

06/22/2016 11:00 AM

Refinance Your Yorba Linda California Home With E Mortgage Capital

 

Charleston Businesses Looking For Assistance With Quickbooks Can Call Silicon Harbor Business Services

06/22/2016 09:06 AM

Charleston Businesses Looking For Assistance With Quickbooks Can Call Silicon Harbor Business Services

 

Unpredictable Market Volatility Have Clients in a Quandary

06/21/2016 11:00 AM

The “lost decade” of 2000 – 2010 included four calendar years with compound losses, and has driven investors and professionals to re-evaluate asset allocations and distributions in retirement.

 

The 4% Withdrawal Rule Died With Market Volatility & Longevity

06/20/2016 11:00 AM

The traditional 4% withdrawal rate was based on 1990s data. Recent updates now put the figure closer to 3%, requiring changes to asset allocation and withdrawal strategies.

 

The Tax Advantages and Economic Leverage of Life Insurance

06/18/2016 11:00 AM

The mortality revolution has had a significant impact on tax-deferred annuities and life insurance in particular. During the last three decades, the cost of life insurance has significantly decline...

 

Passing an Inheritance to Family and Charities Is Your Legacy

06/17/2016 11:00 AM

The economic leverage of life insurance and, in most cases, its tax-free transfer aspect, delivers a financial to beneficiaries like no other product line or planning strategy. Whether indemnifying...

 

Tax-Free Life Insurance Offers Different Investment Options

06/16/2016 11:00 AM

The economic leverage of tax-free income from a non-modified cash value life insurance contract is story enough, but the selection of saving and investment crediting methods leaves it in a league o...

 

Tax-Advantaged Products Help Manage Taxes during Retirement

06/15/2016 11:00 AM

The focus on retirement monies is generally in the ERISA qualified plan area. But a successful retirement plan must also include non-qualified monies to help manage taxes and defer Social Security ...

 

The Mortality Revolution’s Impact on Financial Products

06/14/2016 11:00 AM

The Guinness Book of World Records’ oldest person, Susan M. Jones, died May 12 at the age of 116. Susan was a super-centenarian teenager and a tri-centurion, being born in 1899. But the Guinness Bo...

 

What Are You Worth? As It Turns Out—a Lot

06/13/2016 11:00 AM

One of the most overlooked aspects of measuring the economic loss of an adult family member or business associate is their earning power over their lifetime. The human value of generating revenue i...