Category Archives: Annuities

401(k) funds studied for less time than car purchases

By Walter Hamilton (originally published on LATimes.com) Americans know that 401(k) retirement plans are important, but they spend only a moderate time researching investments and are often confused about how to pick the best funds, according to a new survey. … Continue reading

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7 Things You May Not Know About Life Insurance and Annuities

7 Things You May Not Know About Life Insurance & Annuities 1. The death benefit in a life insurance policy pays out free of income taxes in most cases. (consult your tax advisor to make sure this is true for … Continue reading

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Why Mutual Funds Can’t Protect Against a Stock Market Crash

 (originally published October 21, 2013 on ProducersWeb.com) (This article was written for Financial Advisors, but I thought everyone would benefit from this advice.) Why mutual funds can’t protect against a stock market crash  By Roccy Defrancesco, The Wealth Preservation Institute … Continue reading

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Not Saving Enough For Retirement?

This article was originally printed at latimes.com/business/money/la-fi-mo-wealthy-in-la-plan-to-save-a-lot-for-retirement-but-havent-yet-20131028,0,7495879.story Wealthy in L.A. plan to save a lot for retirement, but haven’t yet By Walter Hamilton, 11:24 AM PDT, October 28, 2013 Wealthy people in Los Angeles plan to save more money for … Continue reading

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