Asset Protection
Because the market does not provide security, you may want your financial strategies to include some guaranteed* income products. For example, annuities, which are insurance products with guarantees, can provide a source of supplemental income throughout your retirement.
Twenty-first century asset protection calls for more than just strategic asset allocation. Including products like annuities in your retirement income strategy can help protect* your money from declines due to market losses.
Diversifying your retirement assets among a variety of vehicles — both through insurance products and investments, depending on what is appropriate for your situation — may offer you the best chance of meeting your retirement income goals throughout your lifespan.
Learn more about asset protection by visiting our LEARNING HUB.
* Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
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An investment in knowledge pays the best interest.
The 5 Phases of the Chapters of Retirement
The five phases of life after 50 & the considerations that accompany them.
The Investment Risk You May Not Know About
What can you do to allay this risk?
Beware of These Midlife Money Errors
If you are between 40 & 60, beware of these financial blunders & assumptions.
The Netzel News
In this issue: Tax deductions you don’t want to overlook. Fed makes statement on interest rate hikes for 2019. Wall Street awaits a wave of IPO action. More retirees are working after 70. How to adjust to a “surprise” retirement.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help you manage your tax bill.
Building a Bond Ladder
One approach to creating a bond portfolio.
How Women Can Narrow the Retirement Savings Gap
Steps toward saving more & revitalizing your retirement strategy.
A List of IRA Withdrawals That Escape the 10% Penalty
The list of these options has grown.
Is America Prepared to Retire?
A look at some ways to get ready.
Long-Term Investing Truths
Key lessons for retirement savers.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market.
February Economic Update
In this month’s recap: equities rally here and around the world, economic fundamentals look solid, the pace of home sales slows, and oil surges.