Latest articles by Bradley Rosen
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Saving for Retirement Isn’t Enough: You Need a Wealth Plan
To ensure you have a wealth plan in place that will work for you, five key steps can help get you safely to your retirement destination and beyond.
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How to Find Fixed Indexed Annuities That Work for You
No two annuities are the same, and fixed indexed annuities have exploded in popularity. Here are some tips to keep in mind when looking for a good FIA.
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Three Ways Women Can Prepare for Longevity in Retirement
Living longer often leads to more financial challenges, but proper planning can help women enjoy a long, successful retirement.
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Considering Annuities? How to Find the Right One for You
An annuity should fit your specific needs and goals. Picking the best fit for your future is as simple as asking the right questions.
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A Retirement Income Distribution Plan Is as Critical as Saving
Designing a strategy to efficiently use your retirement savings is a critical step on your retirement planning journey to maximize your income and ensure a long-lasting retirement.
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Long-Term Investments Require a New Approach
Market volatility means your long-term investing strategies need an update. If you don’t adjust to protect your portfolio, you could find yourself looking at some unnecessary market losses.
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Short-Term Investments to Protect Against Inflation and Market Volatility
Rates on Series I savings bonds, T-bills and fixed annuities are all above historical averages and could serve investors well during turbulent times like these.
