Monthly Archives: August 2011

A Strategy for a Lifetime of Income

To win the battle for income that lasts a lifetime, a growing number of financial advisers and retirees have decided to divide and conquer. Their approach: Split portfolios into separate “buckets” designed to generate income for specific segments of retirement.  … Continue reading

Posted in Retirement | Comments Off

Help! My Universal Life Policy Is Imploding

If you own a Universal Life Policy, there is a possibility that the policy is not doing what you had intended. Even worse, the policy may be imploding on you. In a previous article “Universal Life Insurance – Strategic Tool … Continue reading

Posted in Insurance | 1 Comment

Time To Buy Stocks?

The question on everyone’s mind right now is what exactly they should do in the stock market. The answer depends on a lot of factors, most notably risk tolerance and patience. As a general rule of thumb, though, let’s assume … Continue reading

Posted in Retirement, Stock Market | 1 Comment

Seven Things Insurance Companies are Horrible At

Insurance is a lifesaver when it works the way it  should — like when a health plan covers vital cancer treatment or a home insurance policy pays to rebuild a house that has burned  down. We love insurance at times … Continue reading

Posted in Insurance | Comments Off