_ Money Matters Annuities: The Swiss Army Knife of Personal Finance By Jane Farrell article When IΓÇÖm asked if an annuity is a good buy, I reply: it all depends on your situation and your … Read More→
_ Money Matters A Financial Review in Early 2023 Can Optimize Your Strategy By Jane Farrell article My husband is delighted to know he is not my Sugar Daddy. In fact, my doctor has me sworn off … Read More→
_ Money Matters Have Lower-Yielding or Underperforming Annuities or CDs? By Jane Farrell article TodayΓÇÖs higher interest rates are great when you have new money to invest. But what can you do if your … Read More→
_ Money Matters Three Ways to Get Future Lifetime Income with Annuities By Jane Farrell article Looking to maximize retirement income?┬á Fixed-rate, income and indexed annuities offer different ways to get there, either standalone or in … Read More→
_ Money Matters Five Annuity Myths That Can Blind You to Good Options By Jane Farrell article Annuity myths are harmful because they lead people to dismiss annuities out of hand when they could be a perfect … Read More→
Rising Rates Threaten Bond Funds. Consider These Alternatives. By Jane Farrell article Bond funds, including mutual funds and exchange-traded funds (ETFs), are popular because they have appealing features. But they do have … Read More→
_ Money Matters Shelter from the Financial Storm By Sondra Forsyth article As you approach and then enter retirement, itΓÇÖs wise to gradually shift much of your savings into vehicles that guarantee … Read More→
_ Many Options to Reduce Investment Risk in IRAs By Sondra Forsyth article People approaching or in retirement should not have an over-weighted stake in equities. If you need to reduce risk in … Read More→
_ Money Matters Retirement Believing Annuity Myths Can Hurt You By Sondra Forsyth article People miss out on proven solutions to retirement saving and planning because they swallow myths and misconceptions. I HATE Annuities! … Read More→
_ Money Matters Annuities Beat CDs by Offering Higher Guaranteed Rates and Tax Savings By Sondra Forsyth article Older Americans love certificates of deposit. But fixed-rate annuities, which function like CDs, usually pay much higher guaranteed rate. And … Read More→
_ Money Matters Updating Beneficiaries When Life Changes is Crucial By Sondra Forsyth article Once youΓÇÖve bought an annuity or a life insurance policy and named your beneficiaries, you may never think about your … Read More→
_ Money Matters Retirement Rising Annuity Rates Benefit Retirement Portfolios By Sondra Forsyth article Annuity rates have gone up a bit recently, according to AnnuityAdvantageΓÇÖs database of 290 fixed annuities from 35 insurers. They … Read More→
_ Money Matters Waiting for Higher Rates Is a Bad Bet By Sondra Forsyth article Many people who want to invest in fixed-income or principal-protected products like fixed annuities and CDs hesitate because theyΓÇÖre leery … Read More→
_ What If Your Retirement Money Hits Bottom? By Jane Farrell article Wall Street hasnΓÇÖt been for the faint of heart lately. Jittery investors saw the volatile market play havoc with investment … Read More→