How to Avoid 'Game of Thrones' Insurance Schemes
The following was originally published June 29, 2015 at NerdWallet by Robert Schmansky, CFP® In a recent episode of the HBO fantasy...
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Jul 23, 2021
Should I Buy an Annuity at Retirement?
One of the questions retirees face with drawing down their portfolios is, “Should I move everything to an annuity?” In a low-interest...
Jul 23, 2021
Variable Annuities Seek to Bail on Guarantees
Many variable annuity owners with Axa Equitable and Transamerica are receiving a letter they probably had to read over half a dozen times...
Jul 23, 2021
Have a Spouse? Don't Invest in a Variable Annuity
This is a series of articles I've labeled 'Variable Annuities are Retirement Snake Oil' on why today’s deferred annuities are not...
Jul 23, 2021
No, You Don’t Need a Variable Annuity for Retirement Guarantees
One of the products that has been stung in the retirement product race are variable annuities with benefits for retirement income. Here...
Jul 23, 2021
Annuity Misinformation
Here is a question I received and replied to for the FPA. A consumer's mother was told an investment in their annuity could get 12%......
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