While commonly used and ostensibly for retirement, consumers should be very careful when considering variable annuities, which are a form of life insurance with securities investment aspects.
Investors building retirement portfolios have many choices. They can consider stocks and bonds, savings accounts, certificates of deposit, real estate investment trusts, an index fund, mutual funds, and many others as they look to build a diversified portfolio using asset allocation. Annuities, whole life, and other insurance company products can add to the mix.
America’s Broken Financial Advisor Promise – What’s Wrong with the CFP Board & Why You’d Better Check Twice Before Trusting A Certified Financial Planner
Consumers making or receiving phone calls about personal finance to get help with financial goals should be prepared to ask at least one of these important questions…
Are Dividend Stocks Now Better Than Bonds? Are Stocks And Dividend Mutual Funds The Best Way To Invest Retirement Money After Retirement?
Investors building retirement portfolios have many choices and this can get very confusing.
The death of a spouse, besides being emotionally devastating for the surviving spouse and family members, can prompt many troubling financial questions.