Planning for Longevity
A wise Vulcan once said: “Live Long and Prosper!” Perhaps, he should have added: “and save ’til it hurts!” Are you ready for 30+ years of retirement?!? Read the full article here >> .
Category: Insurance & Annuities
How Much is that Guarantee in the Window?
An outstanding whitepaper from Dave Loeper showing the true cost of annuity ownership. Read the full article >>
How to Market Time the Fiscal Cliff
Dave Loeper demonstrates the disastrous results that market timing can have on a retired investor’s lifestyle. “That two years of extra cash may be emotionally “comforting”, just like the guarantees of annuities, but it comes at a huge price (also like annuities).” Read the full article >>
Bill Bernstein: Stop When You’ve Won the Game!
When Bernstein talks, investors should listen: “It’s almost like a political issue. There’s a “right wing” of very smart, authoritative people who think that savers and retirees should be investing conservatively because stocks are so risky. And then there’s a “left wing” of equally smart and authoritative people who believe the opposite.” Read the full Read more about Bill Bernstein: Stop When You’ve Won the Game![…]
Gotcha! A Hard Look at the Annuity Business
Frank Armstrong III rightfully warns “The next time some young salesperson offers you an annuity, just say no!” Read the full article >>
How to Close the Retirement Income Gap
How to Close the Retirement Income Gap – Lew Mandell