Was there a lost decade for stocks? Not for all investors.
Part of the fear that drives investors to products such as variable annuities, equity-indexed annuities, and the false promises of active...
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Jul 23, 2021
Clear Financial Quoted in SmartMoney - Fix Your 401(k)
SmartMoney has several pieces this month on how to fix your 401(k). Chief among them from my perspective is to get a second opinion, and...
Jul 23, 2021
Is my 401(k) or 403(b) the best place to invest?
You’ve been contributing diligently to your 401(k), paying down debt, and are starting to wonder if there is something else you could be...
Jul 23, 2021
A Way to Increase Your SIMPLE IRA Options
Many workers have the option to remove their money from potentially high-cost workplace retirement plans before retirement. In my last...
Jul 23, 2021
In the Media: How non-working spouses can continue retirement savings
Here is a piece by Carolyn Bigda of the Chicago Tribune which covers the spousal IRA, which allows couples to contribute to an IRA...
Jul 23, 2021
Be Smart about the Roth Conversion
Originally published 4/16/2010 at the Financial Planning Association's All Things Financial Planning Blog Robert Schmansky, CFP(r) Roth...
Jul 23, 2021
Give a Man a Fish, You Feed Him for Today; Give a Man a 401(k)…
Originally published April 5, 2010 at the Financial Planning Association's All Things Financial Planning Blog Robert Schmansky, CFP(r) It...
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
Retirement on a Wing and a Prayer
Is the insecurity at The Hartford what’s to come for investors in variable annuity benefits Growing up, ‘The Greatest American Hero’ was...
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