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Ask an Advisor: What Should I Do With the Annuity I'm Inheriting? Take a Lump Sum, Roll it Over or...
SmartAsset via Yahoo Finance· 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· 2 weeks agoFifty percent would likely be on the high side for most people, but that doesn't mean it can't be ...
We Have $1.2M in an IRA, Plus Another $750k and Social Security. Should We Shift Assets to a Target...
SmartAsset via AOL· 3 days agoFor...Susan are both 67 and recently retired. They […] The post We Have $1.2M in an IRA, Plus...
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...
Are Annuities a Good Investment? Pros and Cons to Consider
GoBankingRates via AOL· 2 weeks agoWhen picking the best way to invest in your retirement savings plan, it helps to have a clear-cut...
Ask an Advisor: I'm 49 With $500k in Savings But ‘I...' About Retirement Income and Annuities Are...
SmartAsset via AOL· 2 weeks agoI plan to retire at around 65. I have $500,000 in savings between my 401(k), IRA and individual...
Paoletti named to Forbes' Magazine's list of Best-in-State Wealth Advisors
The Valdosta Daily Times, Ga. via Yahoo Finance· 20 hours agoApr. 25—VALDOSTA — Morgan Stanley recently announced that Joseph Paoletti CFP®, a senior vice president, senior portfolio manager, financial planning specialist and ...
Why This 'Guaranteed' Retirement Income Product May Be Too Good to Be True
SmartAsset via Yahoo Finance· 2 weeks agoCurrent investors aren't just navigating a bear market; they're also contending with rising interest...
Industry Players Weigh In on the DOL's New Fiduciary Definition | ThinkAdvisor
ThinkAdvisor· 1 day agoSeth Friedman, who once distributed annuities himself, is wondering how the Labor Department’s new final retirement investment fiduciary definition regulation ...
Biden administration’s ‘commonsense’ retirement rule could save workers $5 billion a year
Fortune via AOL· 2 days agoOpponents of the rule, including members of the financial industry, say it will limit access to...
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