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Tag Archives: free annuity prospects

How Can I Pay for College

 Those of you who are parents and have clients that are parents eventually come to the topic of paying for college. Whether in a social setting or during the discovery process, it is one the of the highest needs clients are looking to have met.  They can be younger and wanting to grow their money  Full Article…

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Retirees Worst Fear

A survey of retirees asked “What is your greatest fear about retirement?” The most common answer given was “out living our money”. This is a major factor in why over 80% of annuities sold in 2010 had a guaranteed lifetime income rider attatched. There are more variaties of these riders today than ever before. This is  Full Article…

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I.R.A Mistakes

Albert Einstein once said, “The most powerful force in the universe is Compound Interest.” This is particularly true when it comes to your IRA, 401(k) and other tax qualified savings accounts. You earn interest on your deposits, you earn interest on your interest and you earn interest on what otherwise would have been paid in  Full Article…

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GAO’s Advice?

“The risk that retirees will outlive their assets is a growing challenge,” according to a study from the Government Accountability Office scheduled for release today. Increased life expectancies and health-care costs coupled with declines in financial markets and home equity over the last few years have “intensified” workers’ concerns about how to manage their savings  Full Article…

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Social Media and Today’s Financial Advisor

Tom Groenfeldt is a contributing writer for Forbes.com and recently wrote this piece regarding today’s Financial Advisor and their use of social media.    Keeping up with social media is not easy, says Sarah Carter, vice president of marketing at Actiance, a California communications compliance firm that was known as FaceTime Communications until January.    Full Article…

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