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March 2012

The Misunderstanding Of Life Expectancy & What It Means To Your Retirement


Perhaps the most misunderstood and inappropriately applied concept in retirement income planning is life expectancy, but it is absolutely essentially to get right for a long, healthy, and fulfilling retirement. Hopefully, the insights presented below will help clarify some of these common misconceptions and lead you to a better financial strategy for  retirement. Actuarial Digression… Read More →

Posted by John Bevacqua on March 30, 2012

Dividend Stocks: The Illusion of Secure Income


Past performance is not an indicator of future results. I am sure that this is not the first time you have ever heard this phrase. Read any advertisement for any investment product and surely you will see this phrase someplace within the fine print.  It is a constant reminder that is intended to overcome our… Read More →

Posted by John Bevacqua on March 29, 2012

How Annuities Can Protect Your Children


One of the most common reservations that people have about purchasing an immediate annuity is what would happen if they did not survive long enough to recover the premium that they paid from the benefits they received.  Rather than thinking about an annuity as an insurance policy that protects against the risk of living too… Read More →

Posted by John Bevacqua on March 27, 2012

Life Insurance Industry Challenges A Warning to All


Over the past few months, several marquee life insurance companies have announced their retreat from product lines that are important to the planning needs of current and future retirees: Sun Life, Genworth and now Hartford Financial exited the variable annuity market – a product that provides retirees an opportunity to participate in market growth with… Read More →

Posted by John Bevacqua on March 21, 2012

A Spring Cleaning Checklist for your Retirement Portfolio


Get out the broom, wash cloth, and buckets – it’s time for the annual spring cleaning ritual.  Try adding one more item to your list – take a careful look at your retirement portfolio and see if its time to make a few tweaks. Here is a list of items you may want to consider:… Read More →

Posted by John Bevacqua on March 17, 2012