Annuities

3
Jan

Links To Ring In 2019

Welcome to our first blog post of 2019! Below are some links regarding financial planning for retirement, financial concerns for college, and general financial education. Hopefully these help shake off the holiday cobwebs and get your year off on the right foot. Current Events Our friends at Formula Folios have provided some valuable insights regarding the recent stock market volatility
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14
Aug

Your Questions Answered

Carolyn Howard, CFP® shares her insights in response to reader questions on Investopedia Advisor Insights: Q: I have a 401(k) with my new employer; should I roll my traditional IRA into my new 401(k) account? I was advised to roll my 401(k) plan from a previous employer into a traditional IRA, which I did. I haven’t made any contributions to it since rolling
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3
Jun

The Facts About Annuities!

June is Annuity Awareness Month!  Successful retirement planning requires you to explore all possible sources of income in your retired years as well as to create multiple streams of income for security. Annuities are just one of several income streams that you could rely on, but many individuals do not consider them at all. There is a wide range of
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