RetirementSavvy

Posts Tagged: annuities

The following is a guest post from Tony Perrone, author of I Didn’t Know I Could Do That: 9 Financial Strategies That Can Save or Make You Money. Tony is president and founder of the Estate and Business Planning Group. As a financial professional, his focus is designing income-producing portfolios for retirement. In a world of IRAs,… Read Article →

Contrary to what some in the insurance industry would have you believe, I do not believe insurance products, in general, should be considered part of your retirement investment portfolio. Most life insurance, in all its various flavors (term, whole, variable and universal), comes into play after your death. Considering I plan to be alive during my… Read Article →

This post was originally published in December 2013. During the course of previous discussions, we have identified three general stages in an individual’s investment lifecycle: building a fiscal foundation (conducted during your 20s and 30s), accumulating wealth (occurring between the early 40s and mid-50s), and pre-retirement, the five-year period prior to your desired retirement age. During the… Read Article →

Author Frederick Vettese is the Chief Actuary of Morneau Shepell, one of the largest human resources consulting and technology companies and one of the top five defined benefit pension plan providers in North America. Vetesse has spent his entire career providing retirement consulting and actuarial services in respect of workplace pension plans. Much of his professional… Read Article →

Richard W. Rausser has over 30 years of experience in the retirement benefits field. He is Senior Vice President of Client Services at Pentegra Retirement Services, a leading provider of retirement planning services to financial institutions and organizations nationwide, founded by the Federal Home Loan Bank System in 1943. Richard oversees consulting, actuarial, BOLI, communications and… Read Article →

During the course of previous discussions, we have identified three general stages in an individual’s investment lifecycle: building a fiscal foundation (conducted during your 20s and 30s), accumulating wealth (occurring between the early 40s and mid-50s), and pre-retirement, the five-year period prior to your desired retirement age. During the pre-retirement stage, debt is eliminated and… Read Article →

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