Money Management
Annuity Insights
The Insured Retirement Institute (IRI) – a trade association for the retirement income industry – advocates annuities as a vehicle that can help provide retirees income, guaranteed by the insurer.…
Read MoreContingency Plans to Help Weather the Unexpected
Financial advisors often tell clients to keep an emergency fund of liquid assets, with enough to cover three to six months of living expenses. It makes you wonder why…
Read MoreWhere Is Dad's Money?
Imagine if, sadly, Dad dies or becomes incapacitated. You’re in charge of handling all his financial affairs, from managing his investments to putting income sources in place for Mom. There’s…
Read MoreWhat Will Your Life of Leisure Be Like? A Look at Retirement Spending
Enough about retirement saving and investing for a minute. Let’s talk about retirement spending. If you invest soundly, live within your means and calculate carefully, you’ll have sufficient funds in…
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