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Archive for November 2018

Explaining the Fixed Index Annuity (FIA) – A Better Alternative to Bonds according to Ibbotson Research

Explaining the Fixed Index Annuity (FIA) – A Better Alternative to Bonds according to Ibbotson Research on stuartplanning.com

The pros and cons of diversifying your asset portfolio with a Fixed Index Annuity (FIA) There are many ways to preserve or grow your wealth at retirement. But before investing, you want to be sure that you understand each option and the risks involved. It’s especially important to understand the contract with your insurance provider…

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Understanding How Broker-Dealers Make Their Money – and Handle Yours

By Craig Kirsner, MBA, Nationally-Recognized Author, Speaker, Retirement Planning Professional and President of Stuart Estate Planning Wealth Advisors The trusted handshake concept is set to tighten up under a new SEC rule The role of a broker-dealer is to offer secure financial advice and investment opportunities to clients. Both aspects of the job require different…

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