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2January 14, 2010
Retirement: The Annuity Strategy

Many Americans will have a greatly reduced standard of living during their retirement years unless they do something about it...
1January 12, 2010
Building a Nest Egg with Better Benefits

A couple in their 30s with a 401K plan set up, but were looking for an investment that could do...
1January 07, 2010
Charitable Giving with Investment Benefits

How do you know if a charitable gift annuity is the right investment or strategy for you? There are many...
0January 06, 2010
Rollovers: Saving Money with the 1035 Exchange

Taking advantage of a provision in the tax code called a 1035 Exchange that allows you to directly transfer funds...
7January 06, 2010
Key Factors of Retirement Planning

Key Factors of Retirement Planning by Alfred Kahl, PhD. — Independent Financial Consultant The Problem – What Will You Do...
3January 05, 2010
Cost of Tuition: How Annuities Can Pay for College

A college annuity is one that many parents and grandparents are utilizing now because they retain control of the funds...