by Marc Johnston-Roche | Jan 18, 2017 | Articles
The finance world can be rather confusing with all of its different terms if you are not a professional in the field. With different types of retirement plans, advantages and disadvantages for each and fees associated with every type, one can easily decide to brush...
by Marc Johnston-Roche | Dec 16, 2016 | Articles
After many years of deliberations and public hearings, the Department of Labor (DOL) is implementing a new fiduciary rule with regards financial advisors who represent plans covered by the Employee Retirement Income Security Act of 1974 (ERISA). The new DOL fiduciary...
by Marc Johnston-Roche | Dec 14, 2016 | Articles
Annuities act as an insurance product that pays you income and some investors use them as part of their retirement strategy. There are three different types of annuities, including fixed annuities, variable annuities, and equity-indexed annuities. Each differs in...
by Marc Johnston-Roche | Dec 6, 2016 | Articles
Is Using Annuities for Retirement Income Good or Bad? The most important financial goal one can have is to save for a comfortable retirement. Very few Americans have the luxury of retiring with a hefty pension and therefore planning ahead of time is imperative. The...
by Marc Johnston-Roche | Nov 29, 2016 | Articles
An annuity fund is where the investment portion of your annuity policy resides. There are a two main types of annuity policies and the annuity funds for each are different. Fixed Annuity Funds Fixed annuities have annuity funds that pay a predetermined set rate of...
by Marc Johnston-Roche | Nov 16, 2016 | Articles
How does Retirement Planning and Investing Change for Singles? “Education is the passport to the future, for tomorrow belongs to those who prepare for it today.” – Malcolm X As the years pass by, time becomes a valuable tool that many wish could be...