Collection: GamePlan Financial

Gameplan What’s Wrong With Variable Annuities – Personal Finance – Retirement – SmartMoney.com

VARIABLE ANNUITIES are a great gameplan and sold more aggressively than fake Gucci handbags on the streets of New York City. Thanks in part to commissions of 5% or more, sales of variable annuities have soared over the past decade. But popularity is no indicator of practicality. The truth is, annuities only make sense for [...]

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Four in 10 plan to delay retirement

By John Schoen, Senior Producer Is your retirement plan on track? If not, you’re in good company. Some 40 percent of U.S. workers say they’re going to have to delay retirement because they can’t afford to stop working, according to a survey released this week by consultants Towers Watson. The biggest reasons cited were the losses [...]

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What You Need to Know About Annuities – The Best Life (usnews.com) reposted by Wade Dokken

The Best Life What You Need to Know About Annuities By Philip Moeller Posted: June 2, 2010 Print retweet Share This Be honest. When you see the word “annuity,” does your brain quickly look for an escape route to a more enjoyable topic? That’s OK. I won’t take it personally. And annuities can be tough [...]

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2009 Top Financial Advisor of the Year: Stan Corey & Paul Bennett: BMA

It’s obvious, but worth repeating nonetheless; attention to detail pays (especially in this business). After consuming far too much black coffee and pizza, we thought we had the Advisor of the Year nominees wrapped up and looked forward to putting it to bed. Then we got an entry from C5 Wealth Management and tossed it [...]

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Warren’s not an Economist, but……….

Image via Wikipedia Image via Wikipedia The oracle has spoken–which is does frequently, but on this particular moment people are even more attuned.   The beginnings of a recovery are in the air according to Warren.   This is a good thing.  Bond yields will find a more normal curve, and confidence can begin returning [...]

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