Dollar Cost Averaging

Dollar cost averaging is a practice that involves investing a fixed amount of money at regular intervals, regardless of whether the market is up or down. This means that when the stock price is low, you’re getting more shares for your money, and when the price is high, you’re buying less. It is a good compromise if you’re unsure about market conditions and are unwilling to commit a lump sum. If the price falls, you still have money to spare. If the market goes up, you realize gains that you may have missed had you kept to the sidelines. DRIPS or dividend reinvestment plans are a form of dollar cost averaging. While most investors use this strategy for mutual funds, in this era of low discount broker commissions, it is just as viable for individual stocks or exchange traded funds (ETFs).

Anna Rappaport on Annuities and Planning for the Long Term

Anna Rappaport is widely recognized as a leading expert on retirement systems, workforce issues, the impact of changing demographics and women’s retirement security.

After a successful career with Mercer Consulting, Anna founded a consulting firm that specializes in strategies for improving retirement systems.  Anna is a recipient of numerous awards and is a past President of the Society of Actuaries.    

Annuity Industry Pioneer Jerry Golden at Work on his Latest Venture

Jerry Golden--often referred to as the father of variable life insurance and variable annuities--has had a distinguished career as an innovator and entrepreneur in both the insurance and personal retirement businesses.

Jerry most recently spent four years as president of the Income Management Strategies Division at MassMutual after selling his business to the company in June, 2005.

Since leaving MassMutual in May, 2009, Jerry has been actively developing a new venture which will deliver yet another set of innovations to the personal retirement marketplace.

Consider Annuity Ladders to Meet Retirement Objectives

An annuity ladder basically involves spreading annuity purchases over time. 

For example, instead of taking $100,000 to purchase an immediate annuity today, a person might purchase five different $20,000 annuities over a seven year period.

This approach has a number of advantages:

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