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Save Money and Hassle with Do-It-Yourself Annuities

The number one financial concern for most Americans as they approach retirement is not running out of money. So, when a smooth talking devil presents a guaranteed income you can never outlive, it’s got to sound pretty good. Based on this deliberately ambiguous promise, each year investors shell out billions of dollars to insurance com...

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In A World Of Madoffs, Remember What Reagan Told Gorbachev About Trust

As featured on Forbes In an era when a new Ponzi scheme surfaces almost weekly, investors need the tools to verify that their funds actually exist and are protected against mischief. Within the last two weeks we have seen Hall of Fame Football Coach Jim Donnan charged with running an $80 million Ponzi Scheme, and elsewhere a Cleveland...

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"Is Your 401(k) Up to the Task?" has been published on the Law Journal Newsletter

Is Your 401(k) Up to the Task? As seen on lawjournalnewsletters.com. To view the full article click here ...

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Nassim Taleb: In the Investment Biz, Luck Trumps Skill, So Take Your Talent Elsewhere

As Featured On Business.Time.com But that’s not necessarily such a great move. Consider the story of fallen fund manager Bill Miller. Miller’s Legg Mason Value Trust fund famously outperformed the S&P 500 for 15 straight years from 1991 to 2006, making Miller look like a true genius. Then, meltdown: The fund dropped a cumulativ...

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Retirement and marriage after age 60

As Featured On Bankrate Changing the beneficiaries on all your accounts is crucial, says Frank Armstrong III, CEO and founder of Miami-based Investor Solutions. "That includes life insurance policies, IRAs, pension plans, 401(k) plan s (and) annuities," he says. "Many brokerage accounts have a payable-on-death (POD) clause that needs...

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Jason was quoted on Structured Products in the CFA Institute Publication

Jason was quoted on Structured Products in the CFA Institute Publication...

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Maximizing Retirement Benefits Between You and Your Spouse

If you and your spouse are nearing your retirement you may be able to maximize your retirement benefits by electing and suspending as well as using the spousal benefit. If you are the higher income earner than your spouse and current cash flow is not a big issue. You can elect and suspend your social security at full retirement age...

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Forbes published Frank's article "Dump Your Company's Stock Out Of Your 401(k)"

Forbes published Frank's article "Dump Your Company's Stock Out Of Your 401(k)."Find the original post on Forbes....

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Frank on Forbes: Don't Get Burned by ETNs If There's Another Lehman Catastrophe

Frank on Forbes: Don't Get Burned by ETNs If There's Another Lehman Catastrophe. ...

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Investor Solutions featured in AARP The Magazine

Investor Solutions is featured in the February/March 2012 issue of AARP The Magazine in the article 'The War of Savers'. Click on the url to read the article....

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