_ Money Matters Long-Term-Care Insurance via an Annuity Has Many Pros, Some Cons By Sondra Forsyth article Long-term care–whether at home, in assisted living or in a nursing home, costs a lotΓÇöespecially if it continues for years. … Read More→
_ Money Matters An Income Annuity with a Time Limit Can Be a Great Solution By Sondra Forsyth article Immediate income annuities with a lifetime payout are popular for a good reason. By providing immediate monthly income thatΓÇÖs guaranteed … Read More→
_ Money Matters How To Shop for a Fixed-Rate Annuity So YouΓÇÖll Get the Best Deal By Sondra Forsyth article One annuity may pay more than twice as much as much as a similar oneΓÇöcomparison websites make shopping easy. If … Read More→
_ Money Matters ΓÇ£Free LookΓÇ¥ for Annuities Offers Safety Valve If Rates or Circumstances Change By Sondra Forsyth article Occasionally it makes sense to cancel a new policy and get a better one. With most financial products, youΓÇÖre committed … Read More→
_ Schwab Intelligent Income vs. Immediate Annuity: Which Is Better? By Sondra Forsyth article Most people worry about running out of money in retirement. In response, Charles Schwab & Company launched Schwab Intelligent Income … Read More→
_ Money Matters Often-Overlooked Way to Fund Your Roth IRA Has Many Advantages By Sondra Forsyth article A Roth IRA is a uniquely powerful retirement-savings tool because you wonΓÇÖt pay taxes on the money you withdraw during … Read More→
_ Annuities Offer Powerful Tax Advantages Plus Some Avoidable Pitfalls By Sondra Forsyth article Annuities are designed to build wealth and income for your retirement through tax deferral. Interest earned in a deferred annuity … Read More→
_ Retirement Income Annuities Provide Invaluable Longevity Insurance but Are Still Underused By Sondra Forsyth article Few adults would go without auto, home, life or health insurance. But the kind of insurance that protects against the … Read More→
_ Money Matters A Year-End Checkup for Long-Term Financial Success in 2020 and Beyond By Sondra Forsyth article As 2019 wraps up and 2020 approaches, itΓÇÖs a great time to make sure your savings and investments are aligned … Read More→
_ Money Matters Pension or Lump Sum? Compare Payouts before You Decide By Jane Farrell article About half of pension plan participants can choose to take their money in a lump sum when they retire. If … Read More→
_ Money Matters Is Your Universal Life Insurance Policy about to Crash? What to Do If It Is. By Sondra Forsyth article If youΓÇÖre stuck with a failing universal life insurance policy, what should you do? ┬áPeople who bought these policies in … Read More→
_ Money Matters Retirement Is an Annuity a Good Choice for You? Here are the Questions to Ask By Sondra Forsyth article Annuities can help you save for retirement, reduce risk, cut your taxes and guarantee a lifetime income. But theyΓÇÖre not … Read More→
_ Create More Retirement Income and Cut Your Longevity Risk By Sondra Forsyth article When you retire, your monthly income will plummet unless you have an unusually generous pension. But there is a way … Read More→
_ Money Matters Retirement 3 Factors That Can Keep Retirees Barely Hanging on Financially By Sondra Forsyth article They were an active and vibrant couple, determined that retirement wouldnΓÇÖt slow them down. And it didnΓÇÖt, at least not … Read More→
_ Money Matters Retirement Retirees With a Guaranteed Income Are Happier & Live Longer By Sondra Forsyth article Retirees who are surrounded by their family and friends – and who also have a substantial check coming in every … Read More→
_ Is Your Retirement Plan Ready for The Longevity Revolution? By Jane Farrell article Americans are living longer than ever, with the average life expectancy now rising to about 79 years. Some have referred … Read More→
_ Money Matters Two Ways to Reduce Risk if the Bull Market Has Skewed Your Asset Allocation By Sondra Forsyth article In the current bull market, many people have made so much money they now find their asset allocation is out … Read More→
_ Money Matters Retirement Tax Deferral and Guarantees Make Annuities a Compelling Way to Save for Retirement By Sondra Forsyth article If youΓÇÖre contributing the annual maximum to your IRA and/or 401(k) plan, youΓÇÖre ahead of most people. But tax-qualified contributions … Read More→