Building Financial Security for Individual and Institutional Investors.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

 

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Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

How Long Will Your Money Last?

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.