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Duality Advisers LP Lowers Holdings in Manulife Financial Co. (NYSE:MFC)
ETF DAILY NEWS· 4 hours agoDuality Advisers LP’s holdings in Manulife Financial were worth $537,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Ask an Advisor: What Should I Do With the Annuity I'm Inheriting? Take a Lump Sum, Roll it Over or...
SmartAsset via AOL· 2 weeks agoI was given choices on how to receive the money: lump sum, roll it over or defer the payments over a...
Ask an Advisor: My Advisor Wants Me to Put 50% of My Money in Annuities. Is That Too Much?
SmartAsset via Yahoo Finance· 1 week agoMy advisor is recommending putting over 50% of my portfolio in annuities. What say you? – Georgia As...
We Have $1.2M in an IRA, Plus Another $750k and Social Security. Should We Shift Assets to a Target...
SmartAsset via Yahoo Finance· 2 days agoHow useful each may be for you depends on your financial goals and where you are on your path to...
Just How Important Is It to Begin Planning Early for Retirement?
SmartAsset via AOL· 2 weeks agoAn unpredictable economy and unforeseen life events can create a "financial vortex" that makes it...
Ask an Advisor: I'm 49 With $500k in Savings But ‘I...' About Retirement Income and Annuities Are...
SmartAsset via Yahoo Finance· 2 weeks agoI plan to retire at around 65. I have $500,000 in savings between my 401(k), IRA and individual...
What Is a Fixed Index Annuity?
GoBankingRates via AOL· 2 weeks agoExperts say that retirees need 75% to 80% of their pre-retirement income after they retire. Social Security covers part of that, and pensions, interest,...
Paoletti named to Forbes' Magazine's list of Best-in-State Wealth Advisors
The Valdosta Daily Times· 10 hours agoMorgan Stanley recently announced that Joseph Paoletti CFP®, a senior vice president, senior...
How Do You Buy an Annuity?
GoBankingRates via AOL· 4 days agoAnnuities are a type of insurance contract that offer guaranteed income in exchange for a single lump-sum payment or monthly premiums. Annuities help you...
Sequoia Financial Advisors LLC Buys 6,652 Shares of MetLife, Inc. (NYSE:MET)
ETF DAILY NEWS· 2 weeks agoSequoia Financial Advisors LLC grew its stake in MetLife, Inc. (NYSE:MET – Free Report) by 101.4% in...