Tag Archives: CAM Annuity

Trust Basics 1/28/2012

Trust Basics 1/28/2012 Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility–many types … Continue reading

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Can You Avoid a Layoff?

Can You Avoid a Layoff? You may be a dedicated employee who has worked for the same employer for many years, yet you still may be susceptible to getting laid off. Sometimes getting laid off is inevitable, but rarely does … Continue reading

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Market Week: January 23, 2012

Market Week: January 23, 2012 The Markets Downgrades? What downgrades? Having just lowered its long-term ratings on nine eurozone sovereigns, Standard and Poor’s downgradedthe European Financial Stability Fund itself early last week. European equity markets responded with a four-day rally, … Continue reading

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Self-Directed IRAs

Self-Directed IRAs A self-directed IRA isn’t a different type of IRA. Rather, the term refers to any individual retirement account (traditional or Roth) that allows you to direct the investment of your IRA assets into nontraditional investments. For example, in … Continue reading

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Return of Premium Term Insurance: Reward for Living

Return of Premium Term Insurance: Reward for Living You’ve come to the conclusion that you need life insurance for your young family who depends on you for financial support. So with the help of your insurance professional, you consider various … Continue reading

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Long-Term Care Annuities

Long-Term Care Annuities When planning for the potential cost of long-term care, you’ve probably considered long-term care insurance. But premiums can be expensive and if you do buy the coverage, you probably hope you never have to use it. The … Continue reading

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In-Service Withdrawals from 401(k) Plans

In-Service Withdrawals from 401(k) Plans You may be familiar with the rules for putting money into a 401(k) plan. But are you familiar with the rules for taking your money out? Federal law limits the withdrawal options that a 401(k) … Continue reading

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Market Week: January 9, 2012

Market Week: January 9, 2012 The Markets So far, so good: The new year got off to a moderately encouraging start, beginning with solid reports on manufacturing and construction and ending with a fourth month of improved employment data. The … Continue reading

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Social Security: What Should You Do at Age 62? 1/9/2012

Social Security: What Should You Do at Age 62?  1/9/2012 Is 62 your lucky number? If you’re eligible, that’s the earliest age you can start receiving Social Security retirement benefits. If you decide to start collecting benefits before your full … Continue reading

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Annual Market Review 2011

January 03, 2012 Annual Market Review 2011 The global village became very real as 2011 was consumed by debt, debate, downgrades, and potential default both here and overseas. U.S. economic data had to struggle for months against headwinds from abroad … Continue reading

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