The recent volatility in worldwide stock markets reminds us that stock and mutual fund prices can and do fluctuate frequently and sometimes wildly. Indeed, coming on the heels of one of the best years for investing in several generations (2013), the market’s recent gyrations appear that much more unexpected and severe. The fact is that…
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As is probably well-understood, one of the most valuable benefits of life insurance is income replacement should the breadwinner(s) in a family unexpectedly pass away. For this reason alone, just about everyone supporting a family should have some amount and some type of life insurance during their working years. It’s less clear, however, whether or…
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If your company pension plan (assuming you work for a company that still has one) supports a lump-sum distribution when you retire, you will be faced with the decision whether to roll over the pension into an IRA or whether to take it as an annuity (i.e. as guaranteed income for life). What many people…
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