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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
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
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
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
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
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?
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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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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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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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’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
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
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
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 is unlike a lot of the other IRA providers we are reviewing here at Sophisticated Investor....
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Real Estate Rules: 5 Mistakes to Avoid as a First-Time Home Buyer
Buying a house for the first time is a major decision that, if made poorly, can have you knocking on the...
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Rules of Investing: 5 Timeless Investing Rules That You Need to Follow in 2020
It’s been a rollercoaster of a year for financial markets. In February 2020, global stock markets reported their steepest one-week...
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Mountain West IRA Review
Mountain West IRA is one of the smaller IRA providers that we are reviewing here at Sophisticated Investor. The company’s...
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Madison Trust Company Review 2026: Fees, Ratings & Who It Fits
Madison Trust is the custodian I hear the fewest complaints about, and in the self-directed IRA business that is saying...
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Central Bank IRA Review
Central Bank sounds like a big name. A total heavyweight or titan in the IRA industry. While we won’t...
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