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What is an UIO Plan, and should I be considering it?

Is an UIO Plan too good to be true? Check out the clip below from our weekly radio show On…

4 years ago

Life insurance is not for saving

Stop buying life insurance as a savings strategy. Stop buying it as a tax-deferral vehicle for retirement savings. Stop spending…

6 years ago

Retirement: Pros and cons of fixed-index annuities

Forget stocks, bonds, ETFs and non-traded real estate investment trusts. The new flavor of the month these days for those…

9 years ago

Be Wary of “Senior” Experts

Which financial adviser would you pick to give you advice on retirement: a planner with extensive training as a generalist…

9 years ago

Indexed Universal Life Insurance Faces Fresh Scrutiny

Regulators homing in on whether insurers are presenting a picture of performance that's too rosy Financial advisers working with indexed…

10 years ago

Bestselling book’s financial promises don’t add up

Pamela Yellen's New York Times best-seller, "Bank on Yourself," made a splash by promising to help people build their wealth…

12 years ago

Indexed Annuities are a Safety Trap

The card that landed in mailboxes throughout central Illinois in early 2008 promoted "the most informative retirement workshop you've ever…

13 years ago

Beware the “Missed Fortune” Sales Concept

Why you should beware Doug Andrew’s Missed Fortune I went downstairs this morning, poured a nice cup of coffee, opened my…

15 years ago

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