Little-known retirement income strategy creates guaranteed lifetime income; increasing liquidity

Eye-opening Retirement study reveals retirement income strategy that ends retirees’ liquidity-guarantee trade-off dilemma (Springfield, Mass.) – A portfolio incorporating stocks, bonds, and incremental purchases of annuity income benefits over time – a process called retirement annuity laddering – produces more guaranteed lifetime income, develops more liquidity to address other retirement needs, and builds more long-term [...]

Senior Financial Planning and Life Settlement Investment

When it comes to senior financial planning there are a lot of things involved. Of the many topics covered by this type of financial planning life insurance settlements are sometimes dealt with and for good reason. That’s because many seniors find themselves in their golden years with a great life insurance policy that they will [...]