Category: Personal Finance

Annuities As income, Not Investments

Annuities As income, Not Investments

Annuities as income, not investments – Robert Powell’s Retirement Portfolio – MarketWatch. You probably aren’t even aware that you’re doing it, but you are. You are “optimizing imperfectly” when it comes to taking money from your defined benefit, 401(k), and other retirement plans.

Retirement Reminder – Infographic

Retirement Reminder – Infographic

According to a recent GallUp Economy survey, a lack of retirement savings is the top financial worry for Americans. This fear is further exacerbated by the rising, retirement-age expectancies amongst American elders. The Bureau of Labor statistics reveal that almost a third of Americans between 65 and 70 years of...

Facts And Headaches Of Financial Services Firms And Banks – Infographic

Facts And Headaches Of Financial Services Firms And Banks – Infographic

Financial services firms and banks are always looking for ways to improve profits by cutting costs and improving customer satisfaction. The infographic below shows facts and headaches these firms experience while taking on the various projects.

Comparing Credit Unions and Banks – Infographic

Comparing Credit Unions and Banks – Infographic

Though it may seem as if credit unions and banks are basically the same, they’re actually quite different. Banks are focused on earning profits for their shareholders, and they do so by investing their customers’ deposits and charging high fees. Credit unions, on the other hand, are owned by their...

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