After a decade of saving and investing more than half of their income, Justin and Kaisorn McCurry built a portfolio of $1.3 million, enough to support their modest ...
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Much of the criticism of annuities is deserved, and I’ve joined in it. There are annuities that are complicated, charge high fees and have a lot of restrictions. ...
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Great news for all you retirement savers out there, the IRS says you will be able to contribute more to your retirement accounts in 2019. These changes to ...
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“Sometimes they think that because they are retirees, they don’t have to pay income taxes. Then they are surprised,” says Chris Chen, a certified financial planner at Insight ...
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Annuities receive a bad rap in many circles, yet there is solid evidence that supports including the right kinds of annuities in your portfolio. Much of the criticism ...
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Depending on your client’s needs discovered during the case-design process, index options are available for a host of income, growth and protection strategies. And since market conditions can ...
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Investors and advisors perennially debate the merits of active investing vs. passive investing, but abundant evidence shows passive investing typically produces superior long-term returns. The evidence is clear ...
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This Advisor Spotlight interview features Mark Medeiros in Warwick Rhode Island. Mark discusses his experience with FIA’s and his criteria for evaluating a particular index. ...
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Student loan debt is surging, hitting a new record of $1.5 trillion in the first quarter this year. Massive student loan debt can cause problems in people’s lives, ...
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As a financial advisor with a 90-year-old mother who I helped deal with the affairs of her 92-year-old sister, I’m acutely aware of the women’s retirement crisis. I ...
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