DOL Fiduciary Rule Puts American Investors First
DOL Fiduciary Rule Puts American Investors First
DOL Comment Letter #1297
Comment letter 1297
What is Driving the Rush for the Variable Annuity Exit?
What is Driving the Rush for the Variable Annuity Exit
The Real Cost of Owning a Mutual Fund
The Real Cost of Owning a Mutual Fund
9 Answers Every Investor Needs to Know About Annuities
9 Answers Every Investor Needs to Know About Annuities
The Story of Annuities
The Backbone of Retirement Throughout the History of the World.
As Seen In Money Magazine
July 2016 Article
As Seen In Fortune Magazine
July 2016 Article
As Seen In Bloomberg Businessweek
July 2016 Article
As Seen In The Wall Street Journal
March 2016 Article
Secured Financial Solutions YOUR FIDUCIARY FIRM
- ARE YOUR BANK DEPOSITS SAFE?
When you deposit money with a bank that's insured by the Federal Deposit Insurance Corp., the government guarantees that the funds will be protected, up to certain limits, if the bank fails. Many financial-technology companies that offer banking products; such as checking or savings accounts, are not FDIC insured, so customers' funds are instead passed through to an institution that has FDIC coverage, although customers continue to interact with the fintech for banking services. The post ARE YOUR BANK DEPOSITS SAFE? appeared first on Secured Financial Solutions.
- 3 Types of Trusts That Could Help Wealthy Clients’ Estate Plans
3 Types of Trusts That Could Help Wealthy Clients' Estate Plans A charitable remainder unitrust or annuity trust could help inherited individual retirement account heirs push back the additional income and accompanying taxes; a non-grantor trust can tap into the tax-free capital gains of up to $10 million for qualifying small business stock; and a grantor retained annuity trust may assist in freezing the value of their estate, according to Aaron White, chief growth officer of Pleasanton, California-based Adero Partners. Earlier this year, he wrote a guide to the many kinds of trusts that could assist high net worth estates. The post 3 Types of Trusts That Could Help Wealthy Clients’ Estate Plans appeared first on Secured Financial Solutions.
- 5 WAYS TO CATCH UP ON RETIREMENT SAVINGS
If you’re in your highest-earning years you can make up for lost time. By. Sandra Block for Kiplinger Personal Finance YOU’VE no doubt heard from multiple sources (including Kiplinger) that the key to retirement security is to save early and often. Thanks to the value of compound interest, even small contributions to a 40l(k) or The post 5 WAYS TO CATCH UP ON RETIREMENT SAVINGS appeared first on Secured Financial Solutions.
- How Does the Federal Reserve Work?
The central bank has an outsize impact on financial markets BY KIM CLARK PUBLISHED FEBRUARY 28, 2024 Eight times a year, a group of 19 bankers, finance experts and economists gather for a two-day confab in an elegant cream- and-gold boardroom about a mile from the White House. After they’re done analyzing the outlook for The post How Does the Federal Reserve Work? appeared first on Secured Financial Solutions.