The Rest of the Story
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 The Money where our CFP®s …
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 thousands of dollars a month …
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 hawking retirement products is something …
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 or someone who claims special …
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 universal life insurance are finding …
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 even as their investments were …
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 attended.” Pinnacle Investment Advisers, which …
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 Sunday edition San Diego Union …
