That was the question on the minds of many people at a recent event sponsored by the Alliance for Lifetime Income.This is an organization consisting of all the major insurance companies that manufacture, market and distribute annuity products. Listen to Ric Edelman share a story about why he was invited to this event and the outrageous things that happened.
That’s the problem with today’s annuity industry. Plus, annuities are complex, require long commitments and force you to become dependent on the insurance company. Listen to Ric Edelman explain the four risks associated with annuities and how the industry tried to shut him down at a recent event.
In Orange County, CA, college and career planning go together, thanks to Kathy Boyd. Kathy is a director for Orange County’s Department of Education. Listen to Ric Edelman and Kathy talk about the interesting career planning she’s implemented to help better prepare young people.
Before you sign a check, make sure to think it through. Decide why you’re giving the money and to whom. And define the impact you hope to make. Listen to Ric Edelman explain that if a donation is truly a gift from your heart, then you can bask in the joy of giving the money.
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Truth About Your Future. The New York Times Book Review Advice, How-To and Miscellaneous. April 16, 2017.
Truth About Retirement Plans and IRAs. The Washington Post, Washington Bestsellers Paperback Nonfiction/General. April 20, 2014.
*InvestmentNews ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center.
**The Top 40 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services, LLC. (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
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