ATTORNEY NEWSLETTER Why Do Annuities Have a Bad Reputation? If you’ve been looking into an annuity, it’s almost certain you’ve come across a lot of sources warning you away. Why is that? On the surface, an...
Archives
The Case for Simplicity in Retirement Finance
October 12, 2015
ATTORNEY NEWSLETTER It’s tempting to see retirement saving as a viable way to get big returns off Wall St. investment, to provide a hefty sum for potential medical costs, caretaking, and passing on to the next...
What Happens to an Annuity Deferred?
October 11, 2015
ATTORNEY NEWSLETTER An increasing number of seniors have been adding risky financial products to their retirement finances, guided by so-called “elder financial planners” and other shysters looking to make some...
Finra Jumps in to Help Elders
October 9, 2015
ATTORNEY NEWSLETTER Finra, the Financial Industry Regulatory Authority, has decided to give financial advisers the authority to circumvent rules on trade execution when they believe that an elderly client is being manipulated...
California Securities Fraud Lawyers, Fidelity Annuities
September 16, 2015
Fidelity Doubles Down on Deferred Annuities ATTORNEY NEWSLETTER Fidelity Investments is stepping up their inclusion of deferred annuities as part of retirement planning. Their move follows a record year for deferred income...