Annuities
Advantage Compendium – led by Jack Marrion, provides research and consulting services to financial companies in all aspects of index annuities. They publish the quarterly Advantage Index Product Sales & Market Report, and the Index Compendium monthly newsletter.
Money Chimp – Among other reasons, annuitized payouts are important because they’re the key to retirement accounts. You start with a lump sum at the start of retirement, and assume it’s invested at a set rate of return. Then you start to draw money out annually, for income. The problem is to find how much these annual withdrawals can be without depleting the account too early.
Fixed Income
Money-rates.com – Certificate of deposit rates
Interest Rate Statistics – Daily treasury yield curve rates
Bankrate.com – Compare high yield CD rates
Bonds for Less – where individual investors can buy more than 10,000 different bonds at institutional prices. Search and buy bonds today. As a guest user you will not receive live prices
Annuitity – Among other reasons, annuitized payouts are important because they’re the key to retirement accounts.
Financial
401K Planner from SmartMoney – Java-based.
Yahoo Finance – a great place for up-to-date financial news, Market Summaries, Money Matters and more!
How To Pick A Financial Professional – U.S. Securities and Exchange Commission
Mutual Fund Finder from Quicken.com – An excellent tool.
Mutual Fund Screening Tool from Morningstar – A great way to search for mutual funds.
Stock & Mutual Fund Comparison Charting Tool from BigCharts – This tool has many uses such as comparing your favorite mutual funds against the S&P 500.
Stock Screening Tool from Quicken (Full Version) -Search for a stock based on a number of variables such as earnings per share, debt ratio, etc
Insurance
Long Term Care Link – one of the most comprehensive long term care sites on the internet. This non-commercial source of long term care information offers about 280 web pages which in turn can produce well over 2,000 pages of printed materials. Besides the in-depth information, I also offer you a free referral service to link you with long term care experts and advisors in your area.
Life – a one-stop resource for information about life, health, disability and long-term care insurance, the essential role of these products within a sound financial plan.