Meet Marcus. Marcus has poured tens of thousands of dollars into his whole life insurance policy. He's sick of paying the expensive premiums - only to see the value of his policy decline! So, what's Marcus to do -...
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Can I interest you in a car that has a built-in dishwasher? It’s just like a regular car, but unwieldy to drive, and more expensive to purchase and maintain. The automobile-dishwasher has huge downsides but, just think of the...
Considering how much risk (a lot) is required for a given return (a little), there may be better investment opportunities available. This is especially important for clients in retirement – where risk management is paramount to investment return.
In a previous post, we discussed three distribution options available to pensioners. That is, how will you receive the money offered by your pension? While there are multiple ways a pension fund can pay out benefits, we discussed three...
In addition to eternal happiness, marriage provides countless financial advantages, including: Possible Tax Reduction The ability to contribute to a spousal Individual Retirement Arrangement (IRA) account Sharing living expenses The topic of this week’s post discusses yet another advantage...
Enjoying retirement requires following just two simple rules. This sounds too easy – one would imagine that a successful retirement is more complicated. It is complicated! This is because while the rules themselves are simple, following these simple rules...
You have seen the commercials: people carrying their nest eggs, or their money board, indicating the hypothetical dollar amount required for retirement. Seeing these advertisements may have prompted some introspection on your part. You may be thinking: When can...