Annuities

Annuities in Financial Planning

As investments, annuities have several unique properties that make them very versatile in addressing a number of financial and investment planning needs. Where an annuity might never have been a consideration by a particular investor, it may, in fact, provide the only real solution once his needs, objectives, priorities and risk tolerance are established.

Annuity Investment Mistakes to Avoid

Making investment decisions has never been an exact science, nor is the process the same from one individual to the next. There are many variables that need to be factored, both from the standpoint of your individual situation and in the consideration of specific investments.

Six Ways to Stretch Your Retirement Savings

No one wants to think about how they’d handle a personal finance crisis after retirement, yet that was a reality for the 20 percent of seniors who outspent their retirement income in 2009, sometimes by as much as 175 percent. You don’t have to be a statistic. There are things you can do to stretch your savings while still maintaining a comfortable lifestyle.

Is a Fixed annuity Right For You?

One of the principal tenets of investing is that no one single investment is right for everyone. Every investment has certain characteristics, risks, and objectives that must match those of the investor, and fixed annuities are no different.

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