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Retirement

Five Steps to a Simpler Financial Life

June 17, 2010
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 For many Americans, financial life seems to be getting more and more complicated. Perhaps that’s because more workers bear responsibility for their own retirement savings thanks to the proliferation of 401(k) and other plans. Or maybe it’s because there’s so much information and so many investment choices to sort through. Whatever the case, here…

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Annuities May Help Make Your Income Last a Lifetime

April 19, 2010
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With demographic trends pushing the length of retirement to 25 or 30 years and beyond, it’s important to create a retirement investment strategy that generates an income stream that you won’t outlive. If you’re looking for an investment vehicle that promises a guaranteed, lifetime income stream, then you may want to consider annuities. Simply put,…

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Annuities and Insurance: Filling the Cracks in Your Financial Plan

February 19, 2010
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If you’re contributing to an employer-sponsored retirement plan on a regular basis, be sure to congratulate yourself! You are already taking an important step toward addressing what may be the biggest financial challenge you will ever face. And if you are setting aside money for the college education of a child or grandchild, you deserve…

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Fixed-Income Focus: Bond Fund Basics

January 18, 2010
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Even during periods when equities are top market performers, bonds may still have a place in your portfolio. As a complement to the more volatile nature of stock funds, fixed-income funds may have the potential to generate a steady stream of income and add stability to a portfolio. How Bond Funds Work Bond funds are…

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