Charlie Farrell

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RETIREMENT RETIREMENT PLANNING JUN 14, 2010
Inflation vs. the Bear: Which is worse for retired investors?

At first blush, it seems as though a bear market would be the biggest threat to your clients' retirement income security.

Should clients use immediate annuities in retirement?
RETIREMENT RETIREMENT PLANNING APR 22, 2010
Should clients use immediate annuities in retirement?

Take a look at a simple example and see under what circumstances an immediate annuity might be appealing.