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Income Strategies

A Retirement Income “Bucket” Strategy That’s Prone to Leaks


The internet and other technological advances have had a profound impact on the construction and delivery of financial advice.  Financial strategies can be customized more easily, and more robust portfolio strategies have emerged that can be both more intuitive to investors and more effective in meeting their goals and objectives. One such financial framework that… Read More →

Posted by John Bevacqua on April 17, 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

Charitable Gift Annuity: Giving with Peace of Mind


Do you feel a desire to make charitable donations, but are concerned that doing so may put your long term financial needs at risk?  And does an estate provision not quite provide the fulfillment you are looking for, because you cannot see the benefit of your donation? If so, you may want to look into… Read More →

Posted by John Bevacqua on December 14, 2011