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Immediate Annuities – What You Need to Know But Agents Won’t Tell You
- September 6, 2021
- Posted by: Parker Evans, CFA, CFP, CMT
- Categories: Annuities, Financial Planning, Retirement Planning
No CommentsIt’s true. An immediate annuity can provide dependable income that the owner-annuitant can’t outlive. But there’s at least one significant drawback- you might lose money! Read on to learn more about the pros and cons of immediate annuities.
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How to Fix a Problem Annuity
- August 8, 2021
- Posted by: David Bennett
- Category: Annuities
A deferred annuity, unlike an immediate income annuity, is not a buy and hold investment. Most important, it’s not an investment you should buy and ignore.
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Twenty-Two Tax-Saving Tips and Tricks for Investors
- July 8, 2018
- Posted by: Parker Evans, CFA, CFP, CMT
- Categories: Annuities, Bonds, Financial Planning, Financial Planning and Investment Blog, Investing in Gold, Myths, Options, Portfolio Management, Research, Retirement Planning, Retirement Strategies, Tax Free, Taxes, Wealth Management
A must-read financial planning checklist of twenty-two tax-saving tips and tricks for investors seeking tax alpha.
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Market Linked CD’s and Structured Notes
- June 26, 2018
- Posted by: Parker Evans, CFA, CFP, CMT
- Categories: Annuities, Financial Planning, Portfolio Management, Principal Protected, Regulatory Compliance, Retirement Planning, Wealth Management
SEC issues Cease-And-Desist Order against Wells Fargo Advisors. I recommend investors read the order as a good primer regarding the workings of Market Linked Investments (MLI’s) including Structured Notes and CD’s.
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Happy New Year to All Aspiring Millionaires
- January 2, 2018
- Posted by: Parker Evans, CFA, CFP, CMT
- Categories: Annuities, Financial Planning, Financial Planning and Investment Blog, Portfolio Management, Retirement Planning, Social Media, Wealth Management
Happy New Year to all aspiring millionaires. Did you know a net worth of $1.2 million ranks just above the 90th percentile in household wealth? We’re here to help you move up the ranks.
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Reverse Mortgage – True or False Quiz
- June 23, 2017
- Posted by: Parker Evans, CFA, CFP, CMT
- Categories: Annuities, Financial Planning, Financial Planning and Investment Blog, Leverage, Retirement Planning, Retirement Strategies
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SOCIAL SECURITY – READ THIS BEFORE CLAIMING
- November 23, 2015
- Posted by: Parker Evans, CFA, CFP, CMT
- Categories: Annuities, Financial Planning and Investment Blog, Principal Protected, Retirement Planning, Retirement Strategies, Uncategorized
Read this before you claim your Social Security benefit. Don’t make an uninformed fast grab for cash. Bottom line is that for most people, the risk-adjusted return on delaying your Social Security claim is higher than any other investment you can make.
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How to Calculate the Internal Rate of Return on an Annuity or Pension
- July 17, 2015
- Posted by: Parker Evans, CFA, CFP, CMT
- Categories: Annuities, Financial Planning, Financial Planning and Investment Blog, Portfolio Management, Retirement Planning, Retirement Strategies
What is the rate of return on a lifetime fixed annuity? The answer depends on the amount of money you must invest upfront, the amount of income you will receive annually, and how long you will live….
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Ten Wall Street Investing Myths Revealed
- March 4, 2012
- Posted by: Parker Evans, CFA, CFP, CMT
- Categories: Annuities, Bonds, ETF, Financial Planning, Hedge Fund, Myths, Options, Portfolio Management, Stocks
1. “You cannot invest directly in an index…” 2. Bonds are safer than stocks…. 3. Options are riskier than stock… 4. Smart money invests in Hedge Funds and Private Equity… 5. Buy and Hold is dead… & Five more myths debunked…
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Are Annuities a Good Investment?
- February 10, 2012
- Posted by: Parker Evans, CFA, CFP, CMT
- Category: Annuities
Are annuities a good investment? The short answer is probably not…
