Should Whole Life Insurance Be Part Of Your Retirement Plan (Part 2)?
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In this article, we are going to consider what role, if any, whole life insurance might play in your retirement income plan. Although the death benefit is still in view,…
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Should Whole Life Insurance Be Part Of Your Retirement Plan (Part 1)?
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A reader recently asked me to take a look at a retirement planning (funding) method using permanent life insurance espoused by Nelson Nash in his book Becoming Your Own Banker. In…
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Stock Market Volatility and “The Prudent Man Rule”
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In case you haven’t noticed, after a relatively “quiet” first half of 2019, volatility has returned to the financial markets in a big way. The stock market was down about…
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Should I Include Annuities in my Retirement Plan (Part 3)?
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In this, the third and final article in this series on annuities, I am going to look at variable annuities. Although sales of fixed index annuities have recently outpaced variable…
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Should I Include Annuities in my Retirement Plan (Part 2)?
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In my last article, I looked at immediate fixed-income annuities and discussed whether I might want to include them as a part of my overall retirement income plan. Guaranteed payments…
