Monthly Archives: July 2013

Do You Make These Investment Mistakes?

Have you ever found yourself watching MarketWatch, CNBC or CNN and felt the need to immediately make an investment decision based on emotional or personality-driven thoughts or characteristics? You’re not alone. According to a recent global survey by Barclays Wealth, … Continue reading

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Baby Boomer Breakdown

Over 77 million baby boomers will by turning the ripe age of 65 this year, primetime candidates for retirement. But wait, most boomers will never see themselves in the same crop of retirement ads that their parents were in. A … Continue reading

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Buying an Annuity? Questions to Ask Your Advisor before Writing the Check

So you’ve arrived at the decision to purchase an annuity. And why not? Properly structured annuities can afford you a principal you can’t lose, a foundation of income you cannot outlive, and in most cases, an opportunity to reap investment … Continue reading

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The Growing Risk of Baby Boomers and Retirement Affordability

After reviewing the statistics from a recent poll by the Associated Press and LifeGoesStrong.com, it’s clear that baby boomers are beginning to realize the growing risk of retirement affordability. Nearly half of all baby boomers creeping into the retirement ranks … Continue reading

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