Rising Rates Threaten Bond Funds. Consider These Alternatives. By Jane Farrell article Bond funds, including mutual funds and exchange-traded funds (ETFs), are popular because they have appealing features. But they do have … Read More→
_ Money Matters 3 Tips for Guarding Your Money Against Inflation By Sondra Forsyth article Inflation may be creeping up on Americans, which could mean your investments and retirement savings wonΓÇÖt be worth as much … Read More→
_ Money Matters Two Ways to Reduce Risk if the Bull Market Has Skewed Your Asset Allocation By Sondra Forsyth article In the current bull market, many people have made so much money they now find their asset allocation is out … Read More→
_ Money Matters How to Establish Emergency Savings During Market Uncertainty By Sondra Forsyth article After a referendum referred to as ΓÇ£Brexit was held on June 23rd 2016 to decide whether the UK should leave … Read More→
_ What If Your Retirement Money Hits Bottom? By Jane Farrell article Wall Street hasnΓÇÖt been for the faint of heart lately. Jittery investors saw the volatile market play havoc with investment … Read More→
_ Money Matters Cut Your Taxes in 2019 and Beyond By Sondra Forsyth article January is a good time to reassess your financial situation, including taxes. The first step is to estimate your 2018 … Read More→
_ Money Matters Retirement Is an Annuity a Good Choice for You? Here are the Questions to Ask By Sondra Forsyth article Annuities can help you save for retirement, reduce risk, cut your taxes and guarantee a lifetime income. But theyΓÇÖre not … Read More→
_ Money Matters Annuities: The Swiss Army Knife of Personal Finance By Jane Farrell article When IΓÇÖm asked if an annuity is a good buy, I reply: it all depends on your situation and your … Read More→
_ Money Matters An Income Annuity with a Time Limit Can Be a Great Solution By Jane Farrell article Immediate income annuities with a lifetime payout are popular for a good reason. By providing immediate monthly income thatΓÇÖs guaranteed … Read More→
_ Money Matters Five Annuity Myths That Can Blind You to Good Options By Jane Farrell article Annuity myths are harmful because they lead people to dismiss annuities out of hand when they could be a perfect … Read More→
_ Three Secrets to a Daring Retirement By Jane Farrell article Retirement. The time we kick back, relax, unwind, and enjoy unbridled freedom.┬á And why not? WeΓÇÖve worked all our lives … Read More→
_ Retirement Laddering Fixed-Rate Annuities Offers Combination of Good Rates and Flexibility for Future By Jane Farrell article With todayΓÇÖs low interest rates, it takes planning to create sufficient retirement income without taking more risk than you need … Read More→
_ Schwab Intelligent Income vs. Immediate Annuity: Which Is Better? By Jane Farrell article Most people worry about running out of money in retirement. In response, Charles Schwab & Company launched Schwab Intelligent Income … Read More→
_ Annuities Offer Powerful Tax Advantages Plus Some Avoidable Pitfalls By Jane Farrell article Annuities are designed to build wealth and income for your retirement through tax deferral. Interest earned in a deferred annuity … Read More→
_ Retirement 4 Tips for Your Retirement Planning as a New Year Brings New Hope By Jane Farrell article COVID-19 took a heavy toll on the U.S. economy in 2020, causing millions of job losses and forcing many businesses … Read More→
_ How to Balance a Retirement Plan in an Unstable Time By Jane Farrell article The upheaval of 2020 has upended many financial plans, causing people to reassess their retirement strategies. More uncertainty lies ahead … Read More→
_ Retirement Stressing Over Your Retirement Plan? 5 Ways To Boost Savings, Reduce Anxiety By Sondra Forsyth article Many Americans have long stressed over their finances, and the COVID-19 pandemic has increased that anxiety, a survey shows. Well … Read More→
_ Retirement Aging & Financial Fragility: How Seniors Can Use Their Experience to Survive & Thrive Through Giving By Sondra Forsyth article ΓÇ£Good judgement comes from experienceΓǪunfortunately experience comes through bad judgement.ΓÇ¥ These┬á words of wisdom came from my father, a depression … Read More→