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THE CASE FOR INCOME ANNUITIES FOR RETIREMENT

With pension plans quickly fading into history, it’s up to most of us to function as our own “pension plans.” Not only are we responsible for saving enough money for a comfortable retirement, but once we retire we’re responsible for creating a...

AVOIDING A COSTLY INVESTING MISTAKE

For many investors, beating the market is the Holy Grail. And for them, beating the market means finding the hottest investments and investment managers. Superficially, this may make sense. But “performance chasing” is a dangerous trap. Why? Because...

SPRING CLEANING YOUR FINANCES

One of the keys to financial success is being organized. When we’re on top of our finances, we become better stewards of our wealth and we find that reaching our goals becomes just a little easier. With tax season coming to an end and warm weather on the way,...

CREATING A FINANCIAL FLOOR FOR YOUR RETIREMENT

Our working years are a time to grow a retirement nest egg—accumulating assets and investing them profitably. But with retirement comes a different challenge: converting our savings into a secure stream of income that will last the rest of our lives. That’s not...