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Variable Annuities Variable Annuities
Posted by: dollarsdent

Video duration: 85 seconds

Get the facts from the SEC before you buy a variable annuity.

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Balanced Investment Diet Balanced Investment Diet
Posted by: dollarsdent

Video duration: 80 seconds

It takes more than one food to keep your portfolio in balance

Related: annuities, bonds, cfa, estate, financial, funds, investing, market, money, mutual, planning, real, retirement, stocks

Early IRA Withdrawal Exclusions Early IRA Withdrawal Exclusions
Posted by: dollarsdent

Video duration: 83 seconds

The IRS may allow you to withdraw money from your IRA before age 59.5 due to certain life events. Please consult your tax adviser.

Related: annuities, bonds, cfa, estate, financial, funds, investing, market, money, mutual, planning, real, retirement, stocks

Bear Markets Don\ Bear Markets Don't Last
Posted by: dollarsdent

Video duration: 110 seconds

Bail out to CDs or stay the course?

Related: annuities, bonds, cfa, estate, financial, funds, investing, market, money, mutual, planning, real, retirement, stocks

Mutual Fund Stars Mutual Fund Stars
Posted by: dollarsdent

Video duration: 82 seconds

Use mutual fund star ratings only as a partial guide for suitability in your investment portfolio.

Related: annuities, bonds, cfa, estate, financial, funds, investing, market, money, mutual, planning, real, retirement, stocks

Grains of Rice and the Market Grains of Rice and the Market
Posted by: dollarsdent

Video duration: 81 seconds

Why no single mind is greater than the collective 'mind' of the market

Related: annuities, bonds, cfa, estate, financial, funds, investing, market, money, mutual, planning, real, retirement, stocks

Bonds in Retirement Bonds in Retirement
Posted by: dollarsdent

Video duration: 88 seconds

Having 100% bonds in retirement may not be the wisest route. Consult your own financial counsel before investing as your unique situation may not apply.

Related: annuities, bonds, cfa, estate, financial, funds, investing, market, money, mutual, planning, real, retirement, stocks

Heritage Social Security Calculator Heritage Social Security Calculator
Posted by: dollarsdent

Video duration: 80 seconds

Check out the social security calculator at http://author.herita ge.org/research/feat ures/socialsecurity/

Related: annuities, bonds, cfa, estate, financial, funds, investing, market, money, mutual, planning, real, retirement, stocks

Winning and Taxes Winning and Taxes
Posted by: dollarsdent

Video duration: 69 seconds

Earned income isn't the only thing the IRS wants.

Related: annuities, bonds, cfa, estate, financial, funds, investing, market, money, mutual, planning, real, retirement, stocks

Conflicts in Research Reports Conflicts in Research Reports
Posted by: dollarsdent

Video duration: 79 seconds

Be sure to read the fine print and disclosures before acting on a research report.

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Bear Market Sentiment Bear Market Sentiment
Posted by: dollarsdent

Video duration: 84 seconds

Sometimes the crowd is wrong.

Related: annuities, bonds, cfa, estate, financial, funds, investing, market, money, mutual, planning, real, retirement, stocks
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Retirement Planning News and Articles



Small Firms Beef Up Retirement Services - Wall Street Journal
Small businesses are helping employees become better managers -- of their own money. When it comes to managing their retirement-savings accounts, small-business employees often are at a disadvantage compared with their counterparts at large companies ...

Income Planning and Safe Withdrawal Rates - Seekingalpha.com
It has become more and more evident to me that most investors have almost no real sense of what they need to save for retirement—an issue that is closely linked to the problem of determining how much income an investor can safely draw from his/her ...

Widely Held Attitudes to Different Generations - Forbes
A recent survey by Harris Interactive conducted for Charles Schwab and Age Wave asked almost 4,000 Americans aged 21 to 83 what they thought of different generations. Specifically, they were asked about people aged 13 to 31 or Generation Y; those ...

The Secret to Retirement Planning - Safe Haven
"When it comes to planning for the future, most people think of retirement. Retirement planning is important because it allows you to do the things that you were unable to do while working -- travel, start a business, go back to school, be closer to ...



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