Archive for September, 2015

PREMIUM: GAFFNEY

September 30, 2015

Contrarian Bond Investing

Contrary to most forecasts, award winning portfolio manager Kathleen Gaffney sees a brighter growth outlook in China, the U.S. and much of the world, and is finding unusual bargains in battered areas like energy and commodities. On this week’s WEALTHTRACK, Gaffney explains why she is investing in unpopular places in her Eaton Vance Bond Fund.

BOTSFORD: RETIREMENT INCOME FOCUS

September 26, 2015

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BOTSFORD: RETIREMENT INCOME FOCUS

September 25, 2015

Award winning financial planner Erin Botsford believes traditional retirement approaches including heavy reliance on stock and bond investments, asset allocation strategies and set annual withdrawals are unreliable and in some cases downright dangerous. Instead the CEO and founder of The Botsford Group relies on guaranteed sources of income to pay for life’s necessities. Continue Reading »

BOTSFORD: CHARITABLE CAUSE

September 25, 2015

CHARITABLE CAUSE

Award winning Financial Planner Erin Botsford isn’t just focusing on the well-being of her clients at The Botsford Group. She and  her husband are also spending time and money in Africa.

Watch the related WEALTHTRACK episode.

CONSIDER ANNUITIES AS A CORE PART OF YOUR RETIREMENT PLAN

September 25, 2015

CONSIDER ANNUITIES AS A CORE PART OF YOUR RETIREMENT PLAN

  • Social Security now only source of lifetime guarantee for most retirees
  • Annuities provide another source of income for life

Immediate Annuities

  • Pay fixed amount every year for life
  • Starts payments immediately

Deferred-Income Annuity

  • Set future payout date
  • Later the date, the higher the payout

Kim Lankford recommends going to www.immediateannuities.com to do some personal calculations.

Watch the related WEALTHTRACK episode.

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