Split Annuity Strategy
Split Annuity Strategy Here’s one strategy that combines two different annuities to generate income and rebuild principal. When financial markets turn volatile, some investors show their frustration by fleeing the markets in search of alternatives that are...
Diversification, Patience, and Consistency
Diversification, Patience, and Consistency Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one basket” has some application to investing. Over time,...
Conquering Retirement Challenges for Women
Conquering Retirement Challenges for Women When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that women typically live longer than men, retirement money for women may need to stretch even further.1...
Are You Ready for Your Portfolio to Make a Difference?
Are You Ready for Your Portfolio to Make a Difference? Interest in making an impact with one’s investments has grown in recent years, which means many investors may have an increased interest in environmentally or socially focused investments as well. In fact, impact...
Tax Deductions You Won’t Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.