Indexing Strategies to Eliminate Stock Market Risk
Bob Klein explains how a fixed index annuity works and how it can help you manage downside risk. Continue Reading
Insure Sequence of Returns Risk with a HECM Mortgage
A home equity conversion mortgage, or HECM reverse mortgage, can be used to manage and mitigate the sequence of returns risk. Continue Reading
6 Proven Retirement Income Planning Strategies Beginning at Age 62
There are six proven strategies for optimizing after-tax retirement income that can increase the longevity of one’s assets in retirement. Continue Reading
5 Key Financial Metrics When Evaluating a HECM Reverse Mortgage
Five financial metrics can be used to analyze the pros and cons of unlocking home equity as part of a retirement income plan. Continue Reading
How to Enjoy a Guilt-Free Retirement
David Blanchett and Michael Finke’s research found that annuities may give retirees a psychological “license to spend” their savings in retirement. Continue Reading
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