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Lessons Learned From Billionaires And Their Roth IRAs

Forbes
Jun 29, 2021

While Roth IRAs are meant to help individuals save tax-free dollars for their retirement, there’s recently been much debate on the fairness of allowing wealthier people to save at the same rates as those with less means.

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No Retirement Savings? Here Are 3 Ways to Catch Up Quickly

Money
Jun 29, 2021

While most Americans recognize the importance of saving toward retirement, studies show a large number simply aren’t able to put away money as they’d like to due to a number of limiting factors.

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Money Advice on TikTok: Is Using Life Insurance to Fund Retirement Actually a Good Idea for Young People?

Money
Jun 24, 2021

Investing in your future retirement via life insurance has become a hot topic on the popular social app TikTok; however, is it a viable place to get this kind of information?

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Dream of Working Abroad? Beware of Some Serious Financial Pitfalls

Kiplinger
Jun 23, 2021

Working abroad is an ideal end goal for many individuals in their professional career paths. However, when pursuing this opportunity, it is important to note the potential negative impacts it can have on your financial prosperity.

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Retirement Scholars Rip Study Finding Target Date Funds "Exploit" Investors

ThinkAdvisor
Jun 22, 2021

Target date funds (TDFs) have become a subject of scrutiny recently due to their high-risk factors and subpar performance. However, not all experts are in agreement on the subject.

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Life Insurers Embark on New “Arms Race” on Performance Illustrations

Life Annuity Specialist
Jun 16, 2021

In the field of life insurance, companies are always trying to find new ways to make their returns look better, especially when it comes to universal indexed life insurance products.

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How to Choose the Right Amount of Life Insurance

Consumer Reports
Jun 13, 2021

One of the effects of the COVID-19 pandemic has been an increase in the number of Americans considering buying life insurance; however, a coverage gap still exists in the population because many families are more concerned with meeting their immediate financial needs.

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Financial Decision-Making Worsens With Age. Here’s How to Help Your Future Self

Barron's
Jun 12, 2021

Most research shows that people’s financial decisions get worse with age, whether this is from a medical condition causing mental deterioration or simply from a combination of age and lack of understanding of current financial conditions.

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Why Don't Fee-Only Advisors Love Income Annuities? One Says He Knows

Life Annuity Specialist
Jun 09, 2021

Despite many in the retirement planning community talking up the benefits of guaranteed income products for clients, a great deal of advisors usually come out against their use.

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Target Date Funds: A “Time Bomb” in a Retirement Tool for the Masses?

ThinkAdvisor
Jun 08, 2021

Government bodies are looking into target date funds (TDFs) that are becoming increasingly common as an alternative to 401(k)s and other retirement plans, as a lack of consistency between employers in their use and increasing risk makes them potentially dangerous to use.

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