If you can't afford or don't trust an advisor, or would prefer not to use one for another reason, managing your retirement on your own is always an option. Just be aware that you have to map out a sensible plan and be willing—and disciplined enough—to follow it. Read on for some...
When clients trust advisors to invest their money, they are also trusting them to protect their data and privacy.
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Clients often come to us with something they think they want, but after we work through the creative process with them, they wind up doing something a little bit different. You can see the lightbulb go on in their head. They’ll say, “Oh, that’s not what I was expecti...
Annuities Contact Insurance 365 Insurance Agency to learn the difference between deferred annuities and immediate annuities. The knowledgeable and experienced agents at Insurance 365 can explain the best plan of action in regard to selecting a fixed or variable annuity for your retirement income planning...
The real secret of the business, according to Jay, is being the objective educator of the products and creating a personal relationship of trust. Jay believes to be a true ally for the client is vital. Family Life: Jay has a wife, Tonya, son, Mitch, and daughter, Bridgett, along ...
Prudential: leading in Asia Ajay Srinivasan, Chief Executive, Fund Management Prudential Corporation Asia Strategic overview/performance In this section what I would like to do is just give you a sense of the size, the characteristics and the potential of the mutual fund market in Asia. Let us...
Trustee.This is the individual you choose to control a trust you set up. The trustee is in control of managing your trust and making disbursements at the appropriate times. The trustee can be an individual, or you could choose a firm to manage your trust. ...
But if you’ve been able to quit work before it destroyed your health, you didn’t sacrifice too much along the way, you lived comfortably in retirement, and then you still had money left at the end? That would undoubtedly feel far less like an injustice, and more like a nice bonus ...
Go ahead. Put away your wallet. We insist! (Image credit: Getty Images) Free podcasts Whether you are a fan of true-crime, comedy or personal finance podcasts, there are apps and websites that can help you avoid subscription and download fees so you can listen to your favorite podcasts ...