Planvesting
Skip to content
  • Stewardship & Ethics
  • News & Views
  • About
  • Stickies

Tag: Variable Annuities

4% Rule for Retirement is Golden No More

Posted on January 9, 2014 by Mike

Eilene Zimmerman of the New York Times questions whether or not the “4% Rule” can work in an environment of low bond returns and high stock valuations (such as we have in early 2014).  Read the full article >>

Posted in Planning and RetirementTagged Bonds, SPIAs, SWR, Variable Annuities

How Much is that Guarantee in the Window?

Posted on December 19, 2013December 19, 2013 by Mike

An outstanding whitepaper from Dave Loeper showing the true cost of annuity ownership.  Read the full article >>

Posted in Greatest Hits, Insurance & Annuities, Planning and RetirementTagged Variable Annuities

Gotcha! A Hard Look at the Annuity Business

Posted on December 16, 2013December 16, 2013 by Mike

Frank Armstrong III rightfully warns “The next time some young salesperson offers you an annuity, just say no!” Read the full article >>

Posted in Insurance & AnnuitiesTagged Bonds, Inflation, Variable Annuities

Five Retirement Investment Mistakes to Avoid

Posted on December 4, 2013 by Mike

Mitch Tuchman notes 5 key retirement investment mistakes that investors need to avoid “at all costs”.  Read the full article >>>

Posted in Planning and RetirementTagged Budgeting, Inflation, Variable Annuities

Build Your Own Annuity

Posted on October 30, 2013November 20, 2013 by Mike

Build Your Own Annuity – Allan Roth

Posted in Insurance & Annuities, Planning and RetirementTagged Variable AnnuitiesLeave a comment

How Safe Are Annuities?

Posted on October 20, 2013November 21, 2013 by Mike

How Safe are Annuities? – Joe Tomlinson

Posted in Insurance & AnnuitiesTagged Risk, SPIAs, Variable AnnuitiesLeave a comment

Posts navigation

← Older posts

Planvesting, LLC
Michael L. Gay, MBA, CFP®
Phone: 810-923-0165
eMail: planvesting@gmail.com

Recent Articles

  • The Critical Factors of Portfolio Ruin aren’t Predictable
  • Reality check: What the average retiree spends per month
  • DFA Funds are booming, but that Advisor Fee Matters
  • Retirement Strategies in Pictures
  • Vanguard takes on DFA

Categories

Tags

Active Vs. Passive Alpha Asset Allocation Bear Markets Beta Bogle Bonds Bubbles Budgeting Costs DFA Diversification Dividends Early Retirement EMH ETFs Factor Investing Fiduciary Fun Stuff Goals Hedge Funds Index Funds Inflation Insurance Interest Rates International Investments Investor Behavior Market Timing Money Supply Monte Carlo Mutual Funds Permanent Portfolio Predictions Private Investments Rebalancing Risk Roth IRA Saving Social Security SPIAs SWR Taxes Value Investing Vanguard Variable Annuities
Michael L. Gay, MBA, CFP®
planvesting@gmail.com
810-923-0165

Copyright© 2006 - 2018 Planvesting, LLC. All Rights Reserved

Zerif Lite developed by ThemeIsle