Wealth Library



Baby Boomers May Hold Down Stocks for Decades

Bond Fund Facts

Is your Advisor Still Right for Your Retirement?

Managing Money: Equity-Indexed Annuities

Mutual Fund Class B Shares — Good Buy or Goodbye?

Suze Orman: Advisor Must Serve You, Not Self

Indexed CDs Aim to Balance Risk and Safety


Income Planning

An Income Plan That’s Built to Last

Dealing with Retirement Withdrawals in a Bear Market

Income for Life: Slicing up Your Savings

Retirees Need Fewer Stocks, More Annuities

Retirees Should Delay Social Security, Add Annuities, GAO Says

Retirement Vulnerability of New Retirees

Reverse Dollar Cost Averaging

Seven Steps to a Sound Retirement

Wharton Study: Investing Your Lump Sum at Retirement

Wharton Study: Lifetime Income for Women


Social Security

Social Security: What’s Best for Clients


IRAs and Retirement Accounts

Exceptions to the 70 1/2 Rule

How Retirees Are Blowing Their Nest Eggs

Income in Respect of a Decedent

Many Advisors Wrong About IRA Distributions

Questions to Ask Your Custodian

Real Estate in an IRA


Estate Planning

What About Trusts as IRA Beneficiaries?


Long-Term Care

Choices in Long-Term Care Insurance

Three Ways to Buy Long-Term Care Insurance


Fixed and Linked Annuities

Insurance Companies are Among the Most Completely Monitored Business Entities

Real World Index Annuity Returns

The Great Depression and Index Annuities

Today’s Retirees Remain Focused on Income for Life

A Case for Income Annuities


Variable Annuities

Third Party Sources on Variable Annuities

Never Buy These

Variable Sleaziness

Making More Sense of Annuities