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Over 50 and Need Life Insurance
Life insurance is a necessity for most people at some time in their lives. Age, health, and the desired death benefit determine a policy’s premium. What does this mean if you are over age 50?
Design Your Portfolio to Fit You
Your investment portfolio must reflect what your money needs to do for you. If it doesn’t, you may be taking too much risk with your investments or, on the other hand, you may be missing out on important growth.
Is Alternative Lending a Viable Investment?
Get approved for a loan in minutes! Have access to money in just a couple of days! These are claims commercials, both on-air and online, make these days.
Vacation Timeshare: Research Before Purchase
Do you enjoy vacationing every year at a favorite resort? If so, you have likely been approached to purchase a local timeshare unit.
Negative Borrowing Rates – Can’t Happen, Right?
In Denmark, it actually happened! You borrow money, pay no interest, and collect a premium to boot. However, as an investor, you pay the bank to hold your money.
Financial Fraud Against Seniors
Five million! That’s the number of financial fraud cases perpetrated against seniors in the United States each year according to a recent study by Consumers Digest.
When Good Funds Go Bad
We all know what to do when good pets go bad – make a bad reality TV series! But what should an investor do when a good mutual fund “goes bad?”
New 529 Savings Plan for Disabled Individuals
On March 21, Governor Pence signed legislation allowing Indiana to create the ABLE savings account for people with disabilities. These accounts have favorable tax benefits, but also some drawbacks. Regardless, this could be a game-changer for special needs individuals!
Adding Alternative Investments
Alternative investments are not simple or inexpensive. However, if they work, your investment portfolio potentially has better returns with less volatility. And, the availability of these investment options is increasing. But, are they right for you?
Down Payment Hysteria!
There are two words that will send chills down the spine of any potential home buyer: down payment.
Retirement Calculators: Accurate or Not?
A recent study puts into question the outcomes of retirement calculators. “Misleading”, “over-optimistic”, and “little help to consumers” are conclusions reached by researchers for the majority of online calculators tested.
Who are Your Beneficiaries?
When was the last time you updated, or even thought about, the beneficiary designations listed on your retirement accounts, life insurance, or annuity contracts? If you don’t remember, it’s definitely time to review!
