Blogs

How Much Annuity Income Would the Median 401k Balance Produce?

The Lifetime Income Disclosure Act introduced by the U.S. Senate last year would require...

Why Indexed Financial Products are Appealing

I am currently researching and am likely to purchase an indexed universal life insurance product.  This first-hand research and learning process...

Key Phrases Autotag: 

Why the CPI-E should be the Focus of Seniors Concerned about Inflation

A price index such as the consumer price index (CPI) is intended to provide a rough gauge of the general direction of prices in the economy.

An increasing consumer price index represents price inflation while a decreasing price index may provide an indication of...

Why Low Interest Rates Increase the Cost of Your Personal Pension Plan

Retirees and those saving for retirement should think of themselves as the managers of their own personal pension plan.  

Many people used to have access to a traditional, defined benefit pension plan through their employers.  With a defined benefit pension plan, someone else (an employer or professional managers hired by an employer) assumes responsibility for managing plan contributions, investments and...

Understanding Swiss Annuities

While it might be an unusual time to provide an explanation of Swiss annuities given what has been taking place of late with the Swiss franc and related decisions made by the Swiss National Bank, it still makes sense for any financial services consumer to understand potential benefits of these products.

Switzerland - Courtesy of Travellingtamas

A...

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