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

Insurance

  • Life Insurance Calculator from Microsoft’s Money Central

  • 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.

Mortgage

Retirement

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How sure are you that you’re getting as much as you’re entitled to when it comes to Social Security Benefits? Even if you’ve already filed, we can get your benefits reassessed.

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