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Every day I hear from those who come into my office four fears: 1. The fear of outliving my money 2. The fear of having to put off retirement 3.. . .
Most investors only consider the risk to their principal, which is why they favor Certificates of Deposit over non-FDIC insured investments for their most protected assets. The risk of lost. . .
I am continually mystified about how some professionals look at allocating retirement funds. In 1994, a system was created that became the industry standard regarding how to blend bond and. . .
Laddering is a strategy that spreads out the maturities of different fixed-income vehicles. Laddering is often used to invest in certificates of deposit and bonds but can also be an. . .
“If you want to create a lifetime income stream from your fixed index annuity you can either take a lump sum payment or turn it into a series of payments. . .
“It’s fantastic if you inherit an annuity, but you need to understand the tax implications and how to make them more favorable.” –Lyle Boss You cannot escape taxes if you. . .
For centuries gold has been an asset that many have used as their basis for wealth. Ownership of gold also means you own a direct relationship to volatility. No other. . .
When people think about saving and investing money, they first ask: “What should I invest my money in?” To answer that question, the following questions should be answered: You may. . .
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