In today’s economy, many people are lacking confidence in Wall Street and turning to new places to put their money. The problem is, finding good options can often be a challenge. There are plenty of investments out there that have been “sure things” at one point or another. They include everything from real estate to…
The secondary market annuity category is a finite asset class with limited inventory available each year. More and more investors are learning about and participating in this sector, which is affecting yields and raising prices due to increasing demand. Most secondary market annuities can provide a high yield (usually 4% to 6%, or more) and…
You probably don’t lie awake at night worrying that you’ll live too long. But maybe you should. The biggest financial risk retirees face isn’t volatile investment returns — it’s longevity. Will your money last as long as you do? In a world of increasing life spans, disappearing pensions, and crashing markets, an immediate annuity is…
There are many annuity options to choose from when you are looking into expanding your financial portfolio. Many wealthy people, after maxing out tax deferred options such as their 401(k) and IRA, put their most tax inefficient investments into a low cost variable annuity. These low-cost annuities come with unexpected benefits. For instance, by not…