by Marc Johnston-Roche | Mar 6, 2017 | Articles
Retirement is an exciting and overwhelming time. You are thrilled with your new freedom and are ready to experience life – sign up for classes, spend time with family, kick your legs up and have a drink, or just relax. But with this freedom also comes an...
by Marc Johnston-Roche | Jan 18, 2017 | Articles
The finance world can be rather confusing with all of its different terms if you are not a professional in the field. With different types of retirement plans, advantages and disadvantages for each and fees associated with every type, one can easily decide to brush...
by Marc Johnston-Roche | Dec 16, 2016 | Articles
After many years of deliberations and public hearings, the Department of Labor (DOL) is implementing a new fiduciary rule with regards financial advisors who represent plans covered by the Employee Retirement Income Security Act of 1974 (ERISA). The new DOL fiduciary...
by Marc Johnston-Roche | Dec 14, 2016 | Articles
Annuities act as an insurance product that pays you income and some investors use them as part of their retirement strategy. There are three different types of annuities, including fixed annuities, variable annuities, and equity-indexed annuities. Each differs in...
by Marc Johnston-Roche | Dec 6, 2016 | Articles
Is Using Annuities for Retirement Income Good or Bad? The most important financial goal one can have is to save for a comfortable retirement. Very few Americans have the luxury of retiring with a hefty pension and therefore planning ahead of time is imperative. The...
