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Better Annuities Are Fixed Annuities

by Eve Kaplan | Nov 5, 2018 | Annuities, Investing, Retirement Planning, Senior Citizens

by Eve Kaplan, Certified Financial Planner ™ In my prior article I explained the kinds of annuities that are “bad” or “ugly” for investors: virtually all variable annuities, including indexed annuities (that are misleadingly categorized at a type of fixed annuity). My...

Annuities Can Be Good, Bad or Ugly. Which Is Which? Part I

by Eve Kaplan | Sep 27, 2018 | Annuities, Fee-Only Financial Planning, Fiduciary Standards in Financial Planning, Retirement Planning

Annuities can be good, bad or downright ugly. How can you tell if your annuity is good, or if you should consider purchasing one? And what’s an annuity, anyway?.  In this two-part series, I’ll begin with a review of the “bad and ugly” annuities (most variable...

Which is Best: Lump Sum or Pension Annuity?

by Eve Kaplan | Nov 22, 2016 | Annuities, Fee-Only Financial Planning, Fiduciary Standards in Financial Planning, Financial Planning, Retirement Planning

by Eve Kaplan, Certified Financial Planner(TM) Is a lump sum offer from an employer a better choice than a pension annuity for life? The former provides an immediate up-front amount (say $300,000), but the pension annuity gives you a stream of payments for life...

Annuities: The Good, The Bad and The Ugly

by Eve Kaplan | Jun 23, 2015 | Annuities, Fee-Only Financial Planning, Fiduciary Standards in Financial Planning, Financial Planning, Investing

By Eve Kaplan, CFP® Professional Are annuities Good, Bad or Ugly? It depends on your needs, and on the type of annuity.  An annuity is a lump sum of cash invested to produce a monthly stream of income for a fixed period or for life. The income can start now (immediate...

The Top 11 Investment Pitfalls You – or Your Advisor – Often Commit

by Eve Kaplan | Mar 27, 2015 | Annuities, Fee-Only Financial Planning, Financial Planning, Investing, Investments, Mutual Fund Loads

By Eve Kaplan, CFP® Here are the top 11 investment pitfalls I often see individuals AND advisors committing. (note: I’ll be discussing these in detail at a complimentary lecture at the Bernards Township Library on Thursday April 30, 7-8:30 pm; please call Lynne Hilf...

The Stakes are Even Higher When Planning for Women. Here’s What You Can Do.

by Eve Kaplan | Jul 9, 2014 | Annuities, Estate/Elder Planning, Financial Planning, Financial Planning for Women, Investing

By Eve Kaplan, CFP® Are you a single woman (widowed, divorced or never married)? If so, your financial planning needs are greater than the average couple or single man. Why? You will live longer than the average man but you typically have less money to do so. In other...
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  • The Ten Commandments for Strong Financial Health
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We’re a Fee-Only (no products sold, no commissions) Financial Planning and Investment Management firm working with clients nationwide. Taking a 360 degree view of planning and investments, we work closely with clients, replacing uncertainty with prudent investment management and financial planning principles. Our typical clients are individuals or couples with at least $1.5 million of investment assets.

Get in Touch

52 PLymouth Drive, Berkeley Heights, NJ 07922

908-898-0549

Eve@KaplanFinancialAdvisors.com

Recent Posts

  • Market Thoughts During a Crazy Time March 19, 2020
  • Market Volatility Déjà Vu February 25, 2020
  • The Ten Commandments for Strong Financial Health November 22, 2019
  • Smart Ways To Handle A Highly Appreciated Investment October 27, 2019
  • The Problem With Brokers September 27, 2019

Important Compliance Disclosure: Kaplan Financial Advisors is a SEC-Registered Fee-Only Investment Advisor. We also offer financial planning and investment advisory services throughout the U.S. and in other jurisdictions where exempted.

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