Naming a beneficiary on an annuity can help lower probate expenses Annuities are contracts between an individual and an insurance company. Annuity contracts allow for the owner of the annuity. . .
Should auld acquaintances be forgot, And never brought to mind? And never brought to mind, as some stock and bond market investors would prefer? Certain trends that began last year. . .
Can Private Pensions Be The Answer to Failing Corporate Pensions? David March had worked for a trucking company in Ohio for 33 years. He and his wife Sarah had saved. . .
Life after the memorial: 9 things every widow MUST do in order to protect her financial well-being Losing a spouse is difficult at any age, but it is particularly devastating. . .
What’s in a name? A lot if that name is a beneficiary of your annuity. Your annuity fund has the possibility of becoming a significant financial asset, one that can. . .
Modern annuities originally had a singular purpose: converting lump sums of money into income streams that would either last for a lifetime or some predetermined period. They were designed with. . .
I had a conversation with a client the other day, we had been discussing a particular fixed indexed annuity, and his concerns were that he wanted to wait to see. . .
The US stock market has become the most extended bull market in history (as of August 22nd, 2018), its now in its tenth year and the youngest baby boomers are. . .
In your retirement years, it is essential to not rely on Social Security as your only source of income, especially if you plan on being comfortable in the golden years. . .
Happy New Year. The time of year when we often reflect upon the previous year and take inventory of what we have accomplished and where we fell short. Many people. . .
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