Posts Tagged ‘insurance company’
September 25th, 2009
(Marcel Dupre) - There are lots of concerns about safety of assets these days. With this in mind, I thought it fitting to provide a few helpful hints.
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Tags: aig, certificates of deposit, credit default swaps, depository institution, fdic, financial institutions, helpful hints, insurance companies, insurance company, life insurance salesman, luster, meltdown, money market funds, money market mutual funds, ncua, off shore, perpetrator, red flags, sales person, stanford group
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| Posted in Money Manager 101 |
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July 28th, 2009
(Richard Cox) - According to research conducted by the Center for Retirement Research at Boston College in 2007, retirees tend to be happier with a traditional defined-benefit pension that pays a guaranteed monthly check for life than with a comparable lump sum amount as found in a typical 401K, or other type of retirement accumulation plan, that would produce the same amount of monthly income.
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Tags: annuity contract, benefit guaranty corporation, boston college, commercial insurance, defined benefit pension, employer pension, fixed annuities, grains of sand, immediate fixed annuity, insurance company, life expectancy, lifetime income benefits, lump sum, many different types, pension benefit guaranty, pension benefit guaranty corporation, policy provisions, retirement research, traditional pension plans, trusted advisor
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| Posted in Retirement |
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September 15th, 2008
(Money Manager) - You’ve signed the contract and are looking forward to moving into your new home, but there are a few steps that cannot be overlooked. By following these easy steps, you will ensure yourself a smooth move into your new home.
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Tags: appraisal fee, bank statements, discrepancies, home inspection, insurance company, insurance life, mortgage consultant, mortgage documents, mortgage lenders, necessary paperwork, own insurance, pay stubs, proof of income, real estate agent, reputable company, settlement company, smooth move, tax forms, title company, title insurance
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| Posted in Real Estate |
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September 15th, 2008
(Money Manager) - Wealth management – what exactly does that phrase mean? How does it differ from financial planning and investing? While it may sound like just another buzzword, wealth management actually is an approach used by financial advisors to manage the wealth of their top tier clients who have more money than the average investor. There is no hard and fast rule as to the amount of financial assets a person must have to be included in the wealth management category, but when a person accumulates over $1 million in assets, he and his financial advisor should consider shifting their focus from typical financial planning to the idea of wealth management.
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Tags: asset management, buzzword, checking services, financial advisors, financial assets, financial goals, financial planning, glass steagall act, insurance companies, insurance company, insurance services, investment firm, investment firms, investment management, legal resources, management category, private banking, stocks and bonds, wealth management
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| Posted in Money Manager 101, Personal Finance, Strategies |
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September 15th, 2008
(Money Manager) - Purchasing a home is the largest investment most Americans will ever make. Yet for all the time and effort homeowners put into finding the right house, insurance is frequently treated as an afterthought. A damaged home is a disaster, whether the result of a small fire or wide-spread hurricanes or tornadoes. Knowing that you have the correct coverage may not lessen the pain of losing your home, but it will improve peace of mind.
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Tags: aftermath of hurricane katrina, afterthought, clue report, disclosure report, equifax, fire and wind, homeowner policies, insurability, insurance companies, insurance company, insuring your home, major credit bureaus, peace of mind, poor credit, possessions, rude surprise, three major credit bureaus, tornadoes, transunion, wind damage
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| Posted in Real Estate, Strategies |
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