Useful annuity terms to know
Annuities come in many forms with many different provisions. Here are some useful terms.
Insurance, Annuities, and Investments
Blog Listing
How life insurance can help you in your retirement
For some retirees life insurance may provide a useful option to supplement income.
5 financial fears you must face
Don’t let college costs, market volatility, or longevity risk give you nightmares.
How to be a great workplace for parents
Savvy companies can become great places to work with parent-friendly policies.
Year-end tax-planning moves
Strategies that can potentially help lower your 2018 tax bill.
Visually impaired veteran: My guides are my heroes
A veteran who lost his sight had to learn to trust his guides to tackle a marathon. Now he’s hooked.
What first-generation college students need to know
They face unique challenges from admissions to graduation. But there are ways to cope.
Backwards Bill: A lesson in mutual support
How a disabled marathon runner inspires others and gets his own inspiration.
Sharing money in marriage: The mutual payoff
Couples who blend their money may have a healthier marriage.
How to evaluate insurers for pension risk transfers
The selection of an insurer for a pension transfer by a plan sponsor comes with specific responsibilities.
College admissions counselors: Weighing the price
Acceptance rates at top schools are in single digits. Can an admissions counselor help?
Black families and wealth: Motivation and challenges
Debt and lower incomes present headwinds to wealth accumulation in the African American community.
Renting? Maybe a better choice for some retirees
In some cases renting may mean less cost, fewer chores, and more fun.
Lottery: Waiting for magic?
The odds of winning the lottery are more than 1 in 292 million. But the odds of suffering a disability?
Financial steps to take when you become a stepparent
The financial considerations for stepparents may be more complex than the ones for biological parents.
Don’t let clients punt on retirement readiness
Many people retire sooner than they expect, a fact that financial advisors may want to share with their clients.
Gifting life insurance for kids: 3 reasons
Buying a life insurance policy for your child or grandchild can help them protect their future financially.
Mutual vs. stock insurance companies: Pros and cons
Knowing the differences between a mutual and stock insurer is key before purchasing your life insurance policy.
Previous Page Page 14 of 31 Next Page