Nine Guidelines for Retirement Success

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Misunderstanding Variable Universal Life Can Lead to Adverse Consequences Many people view variable universal life as similar to whole life and universal life, buying these policies for family protection or associated with estate planning. This article shows, however, that variable universal life policies are…

 

9 Guidelines for Retirement Success

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: Cash Flow and Allocation Strategies for Retirees Jane Bryant Quinn, nationally known personal finance writer and commentator, sits down with AAII Journal editor Charles Rotblut to discuss how reverse mortgages, stocks, bonds and annuities can be used by retirees to ensure they have adequate levels of cash…

 

9 Guidelines for Retirement Success

This article originally appeared in the May 2014 issue of the AAII Journal. Now that your once-distant dream of retirement is at hand, it can be an unsettling switch from being a saver to being a spender. It means having an entirely new approach to your money. It can be tough regardless of your financial expertise…