Annuities back in the spotlight
Article Abstract:
Annuities may be an option for retirees since changes in Social Security and Veterans' Affairs now require means testing of certain income streams. Investments that provide regular pension or annuity payments are examined. These investments fall into three categories: short-term asset-tested, long term asset-tested and assets test exempt. Some income streams will be assets-test exempt whenever purchased and others cannot be purchased until pension-age is reached.
Publication Name: Personal Investment
Subject: Personal finance
ISSN: 0813-2992
Year: 1998
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Your financial future starts here
Article Abstract:
Wealth creation begins with planning and the sooner money is set aside for savings and investments the faster it will grow. There are basic rules for building a financial future. One is to establish how much money you earn, and how much you need to live on. Knowing the answers to these questions is the first step in establishing and managing a budget.
Publication Name: Personal Investment
Subject: Personal finance
ISSN: 0813-2992
Year: 1997
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A moving conundrum
Article Abstract:
People considering changing locations must consider a number of variables to determine if the benefits out-weigh the risks. Commute time and traveling expenses are aspects to consider. It is necessary to evaluate the situation in an unemotional manner. A 31-year old Gold Coast resident evaluates the move with the help of a financial advisor.
Publication Name: Personal Investment
Subject: Personal finance
ISSN: 0813-2992
Year: 1997
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