The bad news: for too many Americans, retirement planning is what puts the “tired” in being retired. The good news: it doesn’t have to be this way. To help get you started, we compiled a list of the top five retirement planning questions we hear from our clients and handed it to Roger Cowen, chartered …
For many investors, a fixed index annuity sounds like its own contradiction. Is it a traditional fixed annuity—a contract with an insurance company which guarantees the return of the principal investment plus a predetermined interest rate—or is it more like a variable annuity, whose value is tethered to the stock market? True to its name, …
Continue reading “Fixed Index Annuities: 10 Questions You Should Be Asking”
As recently as January, the decade-long bull market was charging ahead at full speed, with corporate profits bolstered by tax cuts and both the S&P 500 and the Dow registering record-setting peaks. Yet, less than two weeks later, on February 5th, press photos of day traders biting their nails on the exchange floor told a …
Continue reading “Market Volatility & Your Retirement: How to Keep Your Future Stable”
It’s spring; the ground is thawing, the birds are singing and, if you’re like us, you’ve already started to eye the vacuum and the mop. We get it–you’ve got spring cleaning on your mind. But what about your finances? Keep reading for five ways to clean up your financial future before June. 1. Dust …
Don’t let your 2017 tax refund fall victim to tax fraud. After last fall’s Equifax data breach, taking steps to protect yourself from identity theft is more important than ever. Here are four steps you can take to keep your refund—and your identity—safe. 1. File Early Filing early is the best defense against tax …
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