Joe Stark



Jun 4, 2015
If your retirement nest egg is in the stock market, or exposed to market risk, you may have to make some difficult choices to make your money last a few more years.


Apr 23, 2015
When it comes to retirement planning, diversification is the gold standard in terms of strategy.


Apr 17, 2015
According to a recent survey, 84 percent of Americans say they are concerned about having lifetime monthly income when they retire. Almost half were not sure whether their current financial retirement strategies would provide that for them.


Apr 3, 2015
A modified endowment contract, usually called a MEC, is a type of life insurance contract that gets a different tax treatment under the U.S. tax code.


Feb 19, 2015
Fixed indexed annuities are one option that may deliver better interest growth than a bank account , with less market risk than the stock market. Fixed indexed annuities credit interest in part based on changes to a market index.


Feb 13, 2015
There is no foolproof method and guarantees can be hard to find in the financial world, but annuities are currently one of the few reliable sources of lifetime income for retirees.


Feb 5, 2015
If baby boomers want to retire successfully, they either have to work longer or find a way to boost their reliable income during their golden years. Part of the strategy for many has been to purchase fixed indexed annuities.


Jan 23, 2015
Annuities can have many moving parts , income rollups, payout factors, bonuses, and more.

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