Jul 23, 2021Broker's Use of "Income" is often Misleading“You keep using that word. I do not think it means what you think it means.” Inigo Montoya, The Princess Bride Today I saw an ad in our...
Jul 23, 2021Was there a lost decade for stocks? Not for all investors. Part of the fear that drives investors to products such as variable annuities, equity-indexed annuities, and the false promises of active...
Jul 23, 2021Variable Annuities Seek to Bail on GuaranteesMany variable annuity owners with Axa Equitable and Transamerica are receiving a letter they probably had to read over half a dozen times...
Jul 23, 2021Lump Sum Pension Payout ConsiderationsGeneral Motors and Ford retirees are facing a choice that may become a trend for traditional pensions. As corporations seek to manage...