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Entries Tagged as 'Articles'

Are fixed index annuities being portrayed unfairly?

April 27th, 2010 · No Comments

Everyday on the World Wide Web there are articles telling potential annuity buyers why fixed index annuities are not right for them, but that they should look at purchasing stocks, bonds, or mutual funds

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Put Lazy Money into Motion

March 30th, 2010 · No Comments

Many people have assets tied up in “lazy money” traps – stagnant deposits and investments that provide low returns and are tax inefficient. 
For a safe money common sense solution visit -  www.fixedindexannuity.com

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First-time in history… Social Security Will Payout More than it Receives in 2010!

March 30th, 2010 · No Comments

The Social Security Administration just released a report that the system this year will pay out more in benefits than it receives in payroll taxes, an important threshold it was not expected to cross until at least 2016, according to the Congressional Budget Office.  
Stephen C. Goss, chief actuary of the Social Security Administration, said [...]

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“Markets can remain irrational longer than you can remain solvent”

January 20th, 2009 · No Comments

“Markets can remain irrational longer than you can remain solvent”  Keynes.
History has demonstrated the accuracy of this statement time and time again. 

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The Split Annuity: Current Income Plus Future Savings

July 31st, 2008 · No Comments

Financial planning in retirement usually has two primary goals. Create a steady, dependable stream of income and preserve retirement savings. One idea which may assist in achieving these retirement objectives is the split annuity concept.
What is a split annuity?
An annuity is a contract purchased from an insurance company that can be used to accumulate [...]

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Tags: Articles · Tax