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Financial News

Lack of Expertise Undermines Inexperienced Retirees

06/24/2016 11:00 AM

Individuals overestimate their ability to plan their own retirement, often taking a plug and play approach. By not involving a qualified and certified professional, they can overlook the many facto...

 

San Francisco Mortgage Lender E Mortgage Capital Offers The Best Fixed Rate Home Loans

06/24/2016 10:10 AM

San Francisco Mortgage Lender E Mortgage Capital Offers The Best Fixed Rate Home Loans

 

The Truth About Mutual Funds Real Returns After Fees

06/23/2016 11:00 AM

Ubiquitous in the financial landscape, many investors don’t understand the real returns of mutual funds, and some investors can confuse funds’ diversity with safety.

 

Stagnant Interest Rates Have Their Own Risk

06/22/2016 11:00 AM

Although a same rate of interest can be friend or foe, depending on your situation, the sustained low interest rates of recent years are spelling increasing concern for retirees.

 

Refinance Your Yorba Linda California Home With E Mortgage Capital

06/22/2016 11:00 AM

Refinance Your Yorba Linda California Home With E Mortgage Capital

 

Charleston Businesses Looking For Assistance With Quickbooks Can Call Silicon Harbor Business Services

06/22/2016 09:06 AM

Charleston Businesses Looking For Assistance With Quickbooks Can Call Silicon Harbor Business Services

 

Unpredictable Market Volatility Have Clients in a Quandary

06/21/2016 11:00 AM

The “lost decade” of 2000 – 2010 included four calendar years with compound losses, and has driven investors and professionals to re-evaluate asset allocations and distributions in retirement.

 

The 4% Withdrawal Rule Died With Market Volatility & Longevity

06/20/2016 11:00 AM

The traditional 4% withdrawal rate was based on 1990s data. Recent updates now put the figure closer to 3%, requiring changes to asset allocation and withdrawal strategies.

 

The Tax Advantages and Economic Leverage of Life Insurance

06/18/2016 11:00 AM

The mortality revolution has had a significant impact on tax-deferred annuities and life insurance in particular. During the last three decades, the cost of life insurance has significantly decline...

 

Passing an Inheritance to Family and Charities Is Your Legacy

06/17/2016 11:00 AM

The economic leverage of life insurance and, in most cases, its tax-free transfer aspect, delivers a financial to beneficiaries like no other product line or planning strategy. Whether indemnifying...

 

Tax-Free Life Insurance Offers Different Investment Options

06/16/2016 11:00 AM

The economic leverage of tax-free income from a non-modified cash value life insurance contract is story enough, but the selection of saving and investment crediting methods leaves it in a league o...

 

Tax-Advantaged Products Help Manage Taxes during Retirement

06/15/2016 11:00 AM

The focus on retirement monies is generally in the ERISA qualified plan area. But a successful retirement plan must also include non-qualified monies to help manage taxes and defer Social Security ...

 

The Mortality Revolution’s Impact on Financial Products

06/14/2016 11:00 AM

The Guinness Book of World Records’ oldest person, Susan M. Jones, died May 12 at the age of 116. Susan was a super-centenarian teenager and a tri-centurion, being born in 1899. But the Guinness Bo...

 

What Are You Worth? As It Turns Out—a Lot

06/13/2016 11:00 AM

One of the most overlooked aspects of measuring the economic loss of an adult family member or business associate is their earning power over their lifetime. The human value of generating revenue i...

 

Don’t Worry Retire Happy

06/11/2016 11:00 AM

The Employee Benefit Research Institute just published its 2016 Retirement Confidence Survey. According to the survey, just 1 in 5 workers are confident about their retirement. With only 21 percent...

 

For Most Seniors, Paying for Elder Care Inevitable

06/10/2016 11:00 AM

The new trend in long-term care is assisted home living. Seniors who are purchasing their last home—their retirement home—are retrofitting it for the future home-care living. Why wait until you’re ...

 

Guaranteed Lifetime Income Sources for Retirement

06/09/2016 11:00 AM

There are four basic financial flooring techniques that can create financial stability in retirement. Their fundamental advantage is they generate guaranteed lifetime income. That income can pay fo...

 

The Future Shock in Retirement: Inflation

06/08/2016 11:00 AM

There’s quite a conversation among financial planners and economists today: that we could be teetering on the brink of deflation. With depressed oil prices and international banks offering negative...

 

Trinlogix Receives Award for Patented Motion 3D Portfolio View in the Financial Services Industry

06/07/2016 09:32 PM

The software allows for easy portfolio comparisons, provides movement - capturing attention - and is very interactive.

 

Have a Retirement Plan that Integrates with Social Security

06/07/2016 11:00 AM

Sir Isaac Newton’s Third Law of Motion has been distilled down to a simple axiom, “to every action there is an equal and opposite reaction.” Money in motion has a similar financial counterpart rela...