Personal Finance | Page 2
Annuities Beat CDs by Offering Higher Guaranteed Rates and Tax Savings
CDs have one main advantage over annuities, but it’s a tiny advantage, all things considered.
Thinking Smart Charitable Giving
How to give: Required minimum distribution versus appreciated stock.
Don't Make This Mistake When Making These Year-End Financial Moves
In this fast-paced global economy and complex tax system, professional advice is almost always worth the cost.
TIAA Whistle Blowers and Me: What It Means to You
Since TIAA-CREF stock funds are generally higher in expense than other low-cost options, conducted studies have important implications to clients.
Pros and Cons Of Owning the New Market Sector: Real Estate
There are different ways to invest in real estate, each carrying different inherent levels of risk, liquidity and transparency.
2 Ways To Reduce Bull Market Risk
If the bull market has skewed your asset allocation, fixed-rate annuities or fixed indexed annuities can help.
A Practical Approach to Assessing Investment Risk Tolerance
In order to assess your true risk tolerance, take the same approach you do with your patients, one that’s based on outcomes.
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