Market Volatility and Investment Challenges

Month: August 2015

Annuities

August 26, 2015  |  

Are Annuities Right for You? 3 Important Considerations

 Key Takeaways Annuities are designed to provide tax-deferred growth by taking dollars that you would have otherwise invested and placing them within an “insurance wrapper.” Annuity payouts can be immediate or deferred, with the deferred option being either fixed or variable. Before taking the annuity plunge, make sure you have exhausted all other pre-tax retirement […]

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August 18, 2015  |  

The Vacation Home Primer – 7 Key Considerations Before you Pull the Trigger

Key Takeaways: Purchases of vacation homes have spiked over the past few years. Before purchasing your getaway home, consider whether you plan on using it for yourself or for renting. When considering a purchase, account for extra expenses such as insurance, taxes, utilities, furnishings and upkeep before taking the plunge. It’s summer time. So if […]

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