Annuity | “Safe Money San Antonio”, A New Retirement Educational Website For Baby Boomers And Retirees, Is Released This Week By …

May 19, 2012 – 5:19 pm
Annuity

Wiley Carter and Metropolitan CMB team up with Annuity Think Tank to create a new educational website for San Antonio baby boomers and retirees called “Safe Money San Antonio”. San Antonio, TX (PRWEB) May 17, 2012 A San Antonio based Retirement Income and Safe Money planning team, Metropolitan CMG teamed up this week with Annuity Think Tank to create a new educational retirement income website

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Annuity | The Eurozone Crisis: Five Ways It Affects You

May 19, 2012 – 1:31 pm
Annuity

If you are retiring this year Greece has been very, very, bad news for you. There is an ongoing slow-motion collapse in annuity rates, and this week it got a little worse. When a man aged 65 swaps 100,000 in his pension pot for an annuity ” a regular monthly income for the rest of his life ” the sum will be just 6,000 a year. That compares with the 14,000 a year that someone retiring in 1990

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Annuity | Scott Burns: The Cost Of Managing Your Money

May 19, 2012 – 4:29 am
Annuity

A: In theory, what you pay will vary with the level of service you receive. But what you pay is also higher for smaller portfolios than for larger portfolios. Major brokerage firms such as Merrill Lynch, for instance, are now discouraging brokers from handling accounts under $500,000 by reducing the commission payout brokers receive.What you pay will also depend on whether your adviser is working

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Annuities | Investor Firm To Cover Penalties After Wellesley Man Allegedly Defrauded Widow

May 19, 2012 – 3:48 am
annuities

Secretary of the Commonwealth William F. Galvin, charged Wellesley resident Paul J. Dumouchel, in November 2011, for allegedly defrauding an elderly Massachusetts widow who suffers form the early stages of Alzheimer’s disease.Yesterday, Galvin ordered H. Beck, Inc. , a Maryland-based broker-dealer, whom Dumouchel was a representative of, to guarantee the recovery of more than $1 million in

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Structured Settlement | Don McNay: Gena Bigler: Practicing The Art Of Financial Social Work

May 19, 2012 – 2:16 am
structured settlement

Will you recognize me?Call my name or walk on byRain keeps falling, rain keeps fallingdown, down, down, down -Simple Minds Today is the 40th birthday for my oldest daughter, Gena Bigler, who lives in Berea, Ky.I wasn’t around for her birth (I was in eighth grade) and didn’t meet Gena until 21 years later, when I ultimately married her mother. I was first the stepfather for her and her sister. We

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Deferred Annuity | Protecting Your Parents: Keep The Sharks At Bay

May 18, 2012 – 8:52 pm
Deferred Annuity

In 45 years as a service scheduler for a Northern California auto dealer, Art Tener learned how to stay organized. Even after retirement, Tener scrupulously kept up his calendar, noting appointments, daily chores, accomplishments.That’s how his son, Jim, learned that his dad had a new friend escorting him to meals and the museum.”Who is this guy?” Jim asked. That question led Jim to the discovery

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Annuity | Transamerica Violates Annuity Exemption In Texas

May 18, 2012 – 3:15 pm
Annuity

BOCA RATON, Fla. , May 18, 2012 /PRNewswire-USNewswire/ –The following is being released by structured Settlement Institute:A lawsuit in Texas has accused Transamerica Life Insurance Company of violating Texas law exempting annuity benefits, reports the Structured Settlement Institute. In the suit (Cause No. 2011-05238, FinServ Casualty Corp. and Capstone Associated Services, Ltd. vs.

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Structured Settlement | MORRIS: Lump Sums For Retirees: Do The Math Before You Get The Payout

May 18, 2012 – 2:42 pm
structured settlement

By KEN MORRISI’ve mentioned on many occasions that pension plans known as defined benefit plans are becoming dinosaurs. With the economy unable to gain traction and the corporate world tightening its belt, one of the most logical places for a company to cut costs is within its retirement plan.Getting rid of the traditional pension plan can save any business a bundle of cash. In our local

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Structured Settlement | Maryland Association For Justice Suggests Strategic Capital To Members

May 18, 2012 – 11:06 am
structured settlement

Strategic Capital Corporation announced today that the Maryland Association for Justice (MAJ) issued a letter suggesting that its members use the company to sell structured settlement payments.New York, NY (PRWEB) May 18, 2012 Strategic Capital Corporation is a specialty finance company in the factoring industry with a reputation as a trustworthy buyer of structured settlements that also offers

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Annuities | Secretary Of State: Investment Adviser Took Advantage Of Elderly Widow With Possible Alzheimer’s

May 18, 2012 – 9:43 am
annuities

By Alli Knothe, Globe CorrespondentA Maryland-based investment firm has been ordered to return more than $1 million after an employee allegedly took advantage of an elderly widow likely suffering from dementia. Massachusetts Secretary of State William Galvin also levied a $90,000 fine, as well as several other financial sanctions, against H. Beck Inc. after the company allegedly failed to

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