Newsletters
Forty-three percent of Americans spent more time planning their most recent vacation than planning for their retirement.1
Will you outlive your retirement income? How much liability insurance should you have? Should you add stocks to your portfolio? Are your financial expectations for the coming year realistic?
Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.
Before implementing any strategy discussed herein, you should consult with your own financial, tax, and/or legal advisors to determine its applicability in light of your own situation.
Most insurance policies and annuity contracts contain exclusions, limitations, reductions of benefits, surrender charges and terms for keeping them in force. Your representative can provide you with costs and complete details.
The information contained in this article is not intended to (and cannot) be used by anyone to avoid IRS penalties. These articles supports the promotion and marketing of this [life insurance, annuity, long term care, disability, pension, etc. You should seek advice based on your particular circumstances from an independent tax advisor.
-
July
The Board of Directors: A Key to Company Success
Given the wide and important role that the board plays, it is a good idea to look beyond the glossy portraits and become familiar with the individuals tasked with guarding shareholder wealth.
Quick Facts - July 2010
Information about Retirement, Long Term Care and the Mature Markets
-
June
Save the Date
There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.
Get to Know Your Beneficiaries
It's a good idea to review your beneficiary designations on a regular basis to help ensure there is no debate over who will inherit your retirement assets and receive your life insurance benefits.
-
May
The Return of the Initial Public Offering
After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.
A Potential Income Source for the Risk-Averse
Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.
Test Your College Funding Knowledge
If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.
-
April
Getting Something for Giving
Charitable trusts may help your charity of choice while also providing you with potential tax benefits.
Interest Rates: Be Ready for Anything
There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.
-
March
Most Recoveries Are Announced Months After They Begin
Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.
-
February
Patching the Alternative Minimum Tax
The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.