Game of Life: Financial Planning At Every AgeSubmitted by IBN Financial Services Inc. on April 25th, 2017
If you’ve ever played the Game of Life board game, it becomes clear that compressed into the colorful path there are various stages of life. Each stage holds its own major financial challenges as well as prospective profits in addition to surprises (new baby!) and forks in the road.
Smart Taxes: Roth IRASubmitted by IBN Financial Services Inc. on April 25th, 2017
Without fail as Tax Day approaches every year, the mind whirls while you check boxes and fill in numbers about everything you could have, should have, would have done to save more money on taxes. Could you have saved more? Invested better? Been smarter at charitable giving? Probably.
All Gain with no Pain? What You Need to Know About Indexed AnnuitiesSubmitted by IBN Financial Services Inc. on April 25th, 2017
The annuity industry must have studied the story of Goldilocks and the Three Bears because, after recognizing that investors weren’t very keen on low fixed yields or the vicious volatility of the stock market, they came up with a product, that for most people, would seem to be just right – Indexed Annuities.