Kelly Financial Services believes that the more educated and informed a client is about financial and retirement planning, the better decisions they will make about their financial future. In that spirit, we provide the following video that can help you understand some of the concepts and strategies that we leverage every day to deliver results for our clients.
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Jul 2, 2012
Financial Advisor | Retirement Planner John Kelly Oak Lawn Illinois "Bond Alternatives"
http://www.kellyfinancialservicesinc.com/
Fixed indexed annuities offer a great alternative to bonds. They have a fixed rate option that is close to most bond rates right now and they are tax deferred.
You can change them without selling or losing money in commissions and losses. You can change them from earning a fixed interest to earning interest based on the market. All of this while taking zero risk since your principal values never goes down. You can take advantage of an up market with zero principal risk. You can't do that with your bonds! Selling after rates go up means losing money!
