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Oil Spill Stock Scams!

—Don’t Get Cleaned Out by False Cleanup Claims!

Submitted by Jayven M. Rappa on Thu, 07/01/2010 - 8:34am

Is there a simple checklist for retirement planning?

The retirement planning process consists of four critical components, which must work together seamlessly for optimal results.  It is always recommended that you utilize the help of a professi

Is there a simple checklist for investment planning?

The investment planning process consists of four critical components, which must work together for optimal results.  It is important to do a self assessment of your needs prior to taking any a

Is there a simple checklist for estate planning?

The estate planning process is something that is best done with a professional, but to help keep the process in check, here are a few things that are worth paying attention too. 

State Regulators Scruitinize Annuity Scams!

Stranger Originated/Owned Annuities Subject of Public Hearing

Submitted by Jayven M. Rappa on Mon, 05/24/2010 - 12:57pm

Florida Broker Barred for Selling Phony Financial Products, Taking More Than $1.9 Million From Clients!

Broker Created False Documents to Further Scheme, Induce Customers to Invest in Fictitious CDs and Bonds

Submitted by Jayven M. Rappa on Mon, 05/24/2010 - 12:50pm

What fees are associated with Variable Annuities in my 401(k) plan?

Insurance companies offer a range of investment alternatives for 401(k) plans through a group variable annuity contract between an insurance company and an employer on behalf of a plan.  The

What are fees associated with Mutual Funds?

Mutual funds pool and invest the money of many people, which is why they are considered less risky and less expensive than individual investments.  The portfolio of securities held by a mutu

What are other common investment related fees in my 401(k) and how are they charged?

Most investments offered under a 401(k) plan pool the money of a large number of individual investors.  This pooling makes it possible for retirement plan participants to diversify their inve