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Annuity FYI Review

Annuity FYI Review

Annuity FYI has been serving retirement investors for over 20 years now. The company has some great reviews, a fantastic...
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Annuity Advantage Review

Annuity Advantage Review

Jimmy founder Ken Nuss and his company have been serving prospective investors since 1999 with some of the best annuities...
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401(k) Plan Termination: What To Do if You Lose Your Job or If Your Employer Suspends Your 401(k) Match

401(k) Plan Termination: What To Do if You Lose Your Job or If Your Employer Suspends Your 401(k) Match

An employer-matched 401(k) is an excellent retirement savings vehicle. As a tax-advantaged account, 401(k) plans let your money grow tax-free...
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Annuity Gator Review

Annuity Gator Review

Terry Heys and his staff have done a great job of branding Annuity Gator and helping him become one of...
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Want to Pay Off Your Student Loans Faster? Follow These 5 Rules  for Paying Off Student Loans

Want to Pay Off Your Student Loans Faster? Follow These 5 Rules for Paying Off Student Loans

In 2020, U.S. student loan debt eclipsed $1.56 trillion. The median debt burden for the graduating Class of 2019 is...
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August 2020 Newsletter: Gold and Bitcoin Surge Amid a Precarious and Volatile Month of July

August 2020 Newsletter: Gold and Bitcoin Surge Amid a Precarious and Volatile Month of July

The novel coronavirus has caused mass uncertainty in financial markets as many countries saw spikes and outbreaks through the month...
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Average Savings by Age: How Does Your 401(k) Compare to the National Average?

Average Savings by Age: How Does Your 401(k) Compare to the National Average?

In most aspects of life, it’s probably not a good idea to compare yourself to others. Retirement saving is a...
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Monex Deposit Company Review

Monex Deposit Company Review

Of all the IRA precious metals companies we’ve reviewed here at Sophisticated Investor, few if any have been around for...
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Money Markets vs Certificates of Deposit (CDs): Differences Explained for Investors

Money Markets vs Certificates of Deposit (CDs): Differences Explained for Investors

A money market account (MMA) and a certificate of deposit (CD) are two financial products that generate interest income from...
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Lexi Capital Review

Lexi Capital Review

Lexi Capital is in the business of serving precious metals IRA clients with gold, silver, platinum and palladium offerings that...
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American Bullion Review

American Bullion Review

After reading this review about American Bullion, investors are going to realize something: that, more than anything, the company wants...
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What Is Variable Annuity? Everything You Need to Know About Variable Annuities For Retirement Planning

What Is Variable Annuity? Everything You Need to Know About Variable Annuities For Retirement Planning

A variable annuity is a type of public annuity and investment vehicle whose value is tethered to the performance of...
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Advantage Gold IRA Review

Advantage Gold IRA Review

(Note: As of January 2024, high demand has caused 2-3 week shipping delays for the following items from Advantage Gold:...
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Noble Gold IRA Review

Noble Gold IRA Review

While precious metals IRA competitors like Goldco specialize only in coins, Noble Gold prides itself on being a full-service bullion...
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What Is Private Annuity? Your Guide to Everything You Need to Know About Annuities

What Is Private Annuity? Your Guide to Everything You Need to Know About Annuities

Private annuities are valuable tools for estate planning. In essence, a private annuity is an agreement between an individual (the...
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Goldco IRA Review

Goldco IRA Review

Goldco’s precious metals portfolio is among the best in all of the United States. Founded in 2006, the company is...
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July 2020 Newsletter: Protect Your Wealth With Alternative Asset Diversification in July

July 2020 Newsletter: Protect Your Wealth With Alternative Asset Diversification in July

June was a tumultuous month for global markets.  Last month, the World Economic Outlook report forecasted -4.9% losses to global...
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Millennial Retirement Investing: The Complete Guide for 2021

Millennial Retirement Investing: The Complete Guide for 2021

Two-thirds of Millennials have nothing saved for retirement. Can you blame them?  Millennials, born between 1981 and 1996, entered the job...
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An Investor’s Guide to Strategic Wealth Preservation

An Investor’s Guide to Strategic Wealth Preservation

Financial crises call for new investment strategies to preserve one’s wealth. Whether you’re approaching retirement or at the early stages...
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IRA Services Trust Company Review

IRA Services Trust Company Review

IRA Services Trust Company is unlike a lot of the other IRA providers we are reviewing here at Sophisticated Investor....
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