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Spotlight on Disability Income Insurance

The worst day in many people’s lives is the day they have a life-changing accident, or the day a doctor confirms the diagnosis of a challenging illness or disease.

Monthly Economic Update for May, 2015

A concise summary of the key economic trends and market news (in the United States and the globe) for the month of May, 2015, and what to look for in the weeks to come.

The "Fragile Decade" of Your Retirement

Some call it the “fragile decade,” that first 10 years of retirement when market movements can have a profound effect on a portfolio’s ability to sustain income and financial security for the years ahead.  It has a lot to do with the sequencing of returns. 

Prepare for the Bear, Whenever It Arrives

Legendary investor Sir John Templeton often reminded investors that bear markets are inevitable, and nobody can reliably predict their depth or duration. The current run for U.S. stocks is well past the av­erage bull market’s life of just over four years. As of this writing, the S&P 500 Index set a new all-time high.

The Rising Real Value of Basic Insurance

A number of recent surveys suggest that lots of people – about 20% of American households in the 37-48-year-old group – don’t bother with life insurance. That’s kind of surprising when one considers the basic cost-versus-need equation.

Monthly Economic Update for April, 2015

A concise summary of the key economic trends and market news (in the United States and the globe) for the month of April, 2015, and what to look for in the weeks to come.

The Long-Term Care Conundrum

Depending on who you read, the statistical likelihood of your needing long-term care in your lifetime is somewhere between 50% and 70%. Yet few people buy insurance for it. Why?

Planning for the New Normal Retirement

It’s Not Your Grandfather’s Retirement Anymore

The need for retirement planning didn’t really exist until well into the 1970s. Up to that point, people worked until age 65 and then spent a few years in leisure through their life expectancy, which was about 69. Many retirees of that era were able to coast into retirement with the support of a pension plan.

How to Increase Your Returns with Tax-Savvy Investing

After market-risk and inflation-risk, taxation-risk presents the biggest obstacle to building wealth. A sound investment strategy seeks not only to generate returns on your capital, it also seeks to preserve as much of your capital as possible to keep it working for you. One of the surest ways to preserve your capital is to reduce the amount of taxes you pay on investment income and gains.

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