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Month: August 2011

Is A Life Annuity Right For You?

August 25, 2011 Posted by: Phil Barker Retirement

When discussing life insurance and financial matters with clients, often the question comes up about whether this particular client should[…]

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Waiting For A Retirement Annuity

August 24, 2011 Posted by: Phil Barker Retirement

I have been advising, writing and blogging clients  about the dropping interest rates over the last 2 years for life[…]

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UK Life Annuities

August 18, 2011 Posted by: Phil Barker Retirement

In the UK, life annuities have a wider reach than this side of the pond in Canada and the US.[…]

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Annuities Have Become More Expensive

August 18, 2011 Posted by: Phil Barker Retirement

Interest rates on GICs and corporate bonds, which are used to calculate annuities, have tumbled to their lowest in a[…]

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How To Choose The Right Annuity?

August 17, 2011 Posted by: Phil Barker Retirement

When considering what sort of life annuity to buy, people often stop and consider how long a guarantee they should[…]

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Life Insurance Makes an Annuity For Your Children

August 16, 2011 Posted by: Phil Barker Retirement

One question that keeps popping up is how to provide adequately for children, and by extension, grandchildren in these days[…]

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What Are You Doing About Retirement Savings

August 11, 2011 Posted by: Phil Barker Retirement

We have warned continuously about the dangers of retirees and near retirees being invested in the equity market either directly[…]

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Buying Annuities With Your Retirement Savings

August 9, 2011 Posted by: Phil Barker Retirement

Your retirement savings, along with your house and perhaps a company pension, are the 3 legs on which many people[…]

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What Are Life Annuities And How Do They Work?

August 8, 2011 Posted by: Phil Barker Retirement

The word “annuity” refers to any payment, usually fixed, payable for a fixed period of time. This period could be[…]

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Annuities For Expatriates

August 5, 2011 Posted by: Phil Barker Retirement

Clients living outside Canada or intending to retire abroad need to know the tax obligations they may incur when presently[…]

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