Financial News

Tax-Conscience, Conservative Savers Should Consider These Life Insurance Policies

09/15/2016 11:00 AM

If you’re a tax-conscience, conservative, long-term saver, you should consider two cash-value life insurance contracts that are interest-rate driven via the insurance-companies-dominated portfolio ...

 

Creating a Low-Cost Life Insurance Policy Can Deliver an Optimal Return

09/14/2016 11:00 AM

Designing an efficient cash-centric life insurance policy is an engineering marvel for those mortality mechanics who understand the blue prints of insurance regulation and the tax code—not just any...

 

Funding College Education, Retirement and Generational Income

09/13/2016 11:00 AM

Most consumers are unaware cash-value life insurance has several planning scenarios and tax strategies that can reposition existing assets and redirect monthly contributions from savings accounts t...

 

Creating a Tax-Free Retirement Plan

09/12/2016 11:00 AM

If you’re under age 50, not in a high-effective tax bracket and not receiving a matching contribution from your employer into your 401(k), consider dumping your ERISA plan in favor of a tax-free re...

 

Mutual Fund Diversity May Need to Add Fees into the Equation

09/09/2016 12:00 PM

Regulations striving for full disclosure are bringing light to impactful fees often missing from prospectuses. The burden of knowledge is with the investor in order to overcome representatives’ mis...

 

Allowing Your Risk Tolerance to Dictate Your Investment Strategy

09/08/2016 11:00 AM

A mismatch between a retirement plan and its owner can cause disastrous results in the near and long term. Risk-averse investors do well to sacrifice some rewards to achieve peace of mind. Diversif...

 

Foundational Income is the Strength of Retirement

09/07/2016 11:00 AM

Life’s ongoing expenses, regardless of age, require regular infusions of income. An understanding of how assets fall on the risk/reward continuum, and even the discovery of forgotten assets, can fa...

 

The 3 Keys to Vetting Your Retirement Plan Adviser

09/06/2016 11:00 AM

The abundance of information targeting retirees is as often as much a source of confusion as it is a solution. Retirees can cut through the clutter by choosing to work with an accredited adviser ...

 

Retirement Planning Requires Deep Diversification

09/05/2016 11:00 AM

A portfolio with a variety of holdings is not necessarily a diversified portfolio. Investors who only strive for a blend of assets may be missing out on the protection and opportunities provided by...

 

Don't Get Burned by the Sequence of Returns

09/03/2016 11:00 AM

The Sequence of Returns Risk is the Retirement Apocalypse. Retirees Exposed to Outliving Their Retirement Money Now A Reality. Watch the interview with popular platform speaker, best-selling retire...

 

Life Risks that Can Derail Your Retirement

09/02/2016 11:00 AM

Life happens. From unexpected responsibilities to public policy changes to taxes to plain bad timing, life just happens. Watch the interview with popular platform speaker, best-selling retirement a...

 

Employment Risks that Can Derail Your Retirement

09/01/2016 11:00 AM

Unemployment is an ever-increasing risk the older you become. Forced retirement, reemployment, employer insolvency and your spouse’s job loss can impact your retirement. Watch the interview with po...

 

Investment Risks that Can Derail Your Retirement

08/31/2016 11:00 AM

Investing is fraught with danger. Market volatility, interest rates, liquidity and the sequence of returns can combine to distort your retirement dreams. Watch the interview with popular platform s...

 

Heath Risks that Can Derail Your Retirement

08/30/2016 11:00 AM

Frailty and its associated morbidity events often result in unanticipated medical expenses, such as long-term care costs. Watch the interview with popular platform speaker, best-selling retirement ...

 

Resource Risks Can Derail Your Retirement

08/29/2016 11:00 AM

Unexpected longevity could turn the last years of retirement into years of scarcity. Inflation could erode the purchasing power of your retirement dollars, and excess withdrawals beyond dividends a...

 

Guaranteed Lifetime Income

08/27/2016 11:00 AM

Mortality Credits are the New Retirement Alpha of Lifetime Annuities for Retirees. Watch the newscast with syndicated financial columnist and newscast Steve Savant.http://www.onthemoneynews.com/gua...

 

Six Steps to a Less Taxing Retirement

08/26/2016 11:00 AM

An irony of retirement is that many people spend more time planning for weekly activities and vacations than their long-term financial survival. Taxes are an obvious yet under-the-radar expense tha...

 

Time to Up Your Game, Education’s the key, before and during retirement

08/25/2016 11:00 AM

Retirees can undermine their financial foundation by not seeking the education that can enable a long and enjoyable retirement. Many claim to be “too busy” with other activities, and don’t take the...

 

Convert retirement planning’s aha! moments into opportunities

08/23/2016 11:00 AM

Effective retirement planning can begin in your early 40s by phasing in the impact of taxes that will ultimately come due. Workers who’ve accumulated pensions and are unfamiliar with annuities are ...

 

There are many paths to retirement, take the right path for you

08/23/2016 11:00 AM

Disciplined savers can shortchange themselves through asset misallocation. By re-directing their funds - and with an eye on their bigger financial picture - better outcomes can be achieved. Watch t...