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What To Do If Your Client Inherits Farmland How best to manage this important asset. by Corbett Kull
By MoneyRadio Staff / January 4, 2020

What To Do If Your Client Inherits Farmland How best to manage this important asset. by Corbett Kull

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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Key Considerations When Converting IRAs to Roth IRAs The timing may never be better, but any mistakes may be difficult to endure. Kevin McKinley
By MoneyRadio Staff / December 25, 2019

Key Considerations When Converting IRAs to Roth IRAs The timing may never be better, but any mistakes may be difficult to endure. Kevin McKinley

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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Inheriting IRAs just got complicated thanks to a new retirement overhaul By Paola Peralta
By MoneyRadio Staff / December 24, 2019

Inheriting IRAs just got complicated thanks to a new retirement overhaul By Paola Peralta

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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Year-End 2019: Top 5 Estate and Tax-Planning Strategies There’s still time to act on these helpful tips. by Alvina Lo
By MoneyRadio Staff / December 23, 2019

Year-End 2019: Top 5 Estate and Tax-Planning Strategies There’s still time to act on these helpful tips. by Alvina Lo

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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Clients might not own all of the money in their 401(k) By Paola Peralta
By MoneyRadio Staff / December 5, 2019

Clients might not own all of the money in their 401(k) By Paola Peralta

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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Jeffrey Gundlach: The US stock market ‘will get crushed’ in the next recession  Julia La Roche
By MoneyRadio Staff / December 3, 2019

Jeffrey Gundlach: The US stock market ‘will get crushed’ in the next recession Julia La Roche

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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The fix for a frequent client mistake: Ineligible IRA contributions By Ed Slott
By MoneyRadio Staff / November 27, 2019

The fix for a frequent client mistake: Ineligible IRA contributions By Ed Slott

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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Ken Fisher has a side bet on a risky corner of Wall Street
By MoneyRadio Staff / November 11, 2019

Ken Fisher has a side bet on a risky corner of Wall Street

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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Raymond James payouts reach $37 million after latest SEC case By Tobias Salinger
By MoneyRadio Staff / November 9, 2019

Raymond James payouts reach $37 million after latest SEC case By Tobias Salinger

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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AIG unit under SEC probe for sales practices – WSJ by Bethan Moorcraft
By MoneyRadio Staff / October 30, 2019

AIG unit under SEC probe for sales practices – WSJ by Bethan Moorcraft

This article is a suggested reading by Secured Financial Services, LLC and President and Chief Executive Officer of Secured Financial...

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Financial Review – Eat the Bankers.com A recap of the business weekday’s market numbers and news that affects them.

  • Greg McBride – Bankrate.com
    by Sinclair Noe on June 21, 2019 at 8:12 pm

    Greg McBride, CFA, Chief Financial Analyst with Bankrate.com talks about the Fed FOMC meeting and interest rate […]

  • Mark Hamrick
    by Sinclair Noe on June 3, 2019 at 8:09 pm

    A cinversation with Mark Hamrick, Senior Financial Analyst and Washington Bureau Chief for www.Bankrate.com The post […]

  • Chris Rodgers
    by Sinclair Noe on May 31, 2019 at 12:17 am

    Leading SEO specialist with ColoradoSEOPros.com talks with us about White Hat SEO compared to Black Hat SEO. The post […]

  • Paul Claudius
    by Sinclair Noe on May 29, 2019 at 7:39 pm

    CEO and founder of Blockstate.com. We discuss tokenization of of assets and crypto. The post Paul Claudius appeared […]

  • Dale Rogers
    by Sinclair Noe on May 17, 2019 at 10:03 pm

    Dr. Dale Rogers is a professor of logistics and supply chain management at the W. P. Carey School of Business at […]

clark.com Advice You Can Trust. Money in Your Pocket

  • 9.22.20 What to do with overwhelming hospital bills; How small businesses are faring
    on September 22, 2020 at 7:00 pm

    Clark discusses how to handle overwhelming hospital bills. It’s absolutely crucial not to pay that bill with a credit card. There are some positive signs about how small businesses have survived are faring. There is likely still some need for further stimulus to keep businesses afloat. Learn more about your ad choices. Visit megaphone.fm/adchoices The post 9.22.20 What to do with overwhelming hospital bills; How small businesses are faring appeared first on Clark Howard.

  • Report: 5 Cars With the Biggest Drops in Price
    by Craig Johnson on September 22, 2020 at 2:00 pm

    If you’re looking to save money on a vehicle, a smart way to go about it is to look for cars that have depreciated in value for one reason or another. Car research site iSeeCars.com recently revealed its list of vehicles with the biggest price decreases from July to August 2020. 5 Cars With the The post Report: 5 Cars With the Biggest Drops in Price appeared first on Clark Howard.

  • 9.21.20 Fighting back against an unlawful eviction; Walmart raising pay
    on September 21, 2020 at 7:00 pm

    There is a federal moratorium on evicting tenants who can’t pay right now. Clark discusses free software that is available to help you fight back if your landlord is wrongfully trying to evict you. Walmart is raising pay for 165,000 workers. They are creating new leadership roles for many employees and a new structure for The post 9.21.20 Fighting back against an unlawful eviction; Walmart raising pay appeared first on Clark Howard.

  • Chase Freedom Flex vs. Freedom Unlimited: What’s the Difference?
    by Nick Cole on September 21, 2020 at 4:26 pm

    If you are looking for an everyday cash back credit card, Chase has a couple of really nice options with its Freedom series. The Chase Freedom Flex, which replaced the Chase Freedom in September 2020, is a cash back card that features a rotating 5% reward category that changes every three months. Meanwhile, the Chase The post Chase Freedom Flex vs. Freedom Unlimited: What’s the Difference? appeared first on Clark Howard.

  • Is Uber’s $25/Month Subscription Worth It?
    by Craig Johnson on September 21, 2020 at 2:00 pm

    If you’re a big fan of ridesharing services and food delivery, Uber Pass can be a great way to get the best of both worlds. But is it worth the cost? In this article, I’m going to tell you everything you need to know about Uber Pass including whether it makes financial sense. I recently signed The post Is Uber’s $25/Month Subscription Worth It? appeared first on Clark Howard.

  • 9.18.20 Why delaying social security payments is so important; Clark Stinks
    on September 18, 2020 at 7:00 pm

    A lot of Americans opt to take social security when they are first eligible. But this can cost you a whole lot of money in the long run. Clark discusses why it is so important to delay taking social security if that is possible in your life. Kim and Joel share the Clark Stinks posted The post 9.18.20 Why delaying social security payments is so important; Clark Stinks appeared first on Clark Howard.

  • 15 Ways to Save at Walmart
    by Craig Johnson on September 18, 2020 at 2:00 pm

    When it comes to saving money while shopping, Walmart comes to most people’s minds as a top place. But how can you maximize your savings while shopping there? In this article, I’m going to show you how to save money at Walmart. I’ve also tapped the knowledge of money expert Clark Howard’s Facebook fans to The post 15 Ways to Save at Walmart appeared first on Clark Howard.

  • Citi Double Cash vs. Chase Freedom Unlimited: Cash Back Credit Card Comparison
    by Nick Cole on September 18, 2020 at 2:00 pm

    If you are looking for an everyday cash back credit card, the Citi Double Cash and the Chase Freedom Unlimited are both good choices, though they offer slightly different approaches to their rewards programs. The Double Cash offers an unlimited 2% cash back (1% when you buy, 1% when you pay your bill), while the The post Citi Double Cash vs. Chase Freedom Unlimited: Cash Back Credit Card Comparison appeared first on Clark Howard.

  • What Is a Checking Account?
    by Christopher Smith on September 18, 2020 at 1:00 pm

    A checking account is a bank account that gives you easy, daily access to your money through deposits, withdrawals and payments. In this article, I’ll explain in detail what a checking account is and share Clark.com’s extensive research on the best checking account options. I’ll also make sure you know how to avoid banks that The post What Is a Checking Account? appeared first on Clark Howard.

  • How and Why to Refinance Your Mortgage: A Step-By-Step Guide
    by Nick Cole on September 18, 2020 at 12:00 pm

    Have you decided that the market conditions may be right to refinance your mortgage? If this is your first time looking for an after-purchase loan, it might seem like an overwhelming task. After all, the process is different from purchasing a home, and there’s not a real estate agent or home seller there to press The post How and Why to Refinance Your Mortgage: A Step-By-Step Guide appeared first on Clark Howard.

  • Anil Vazirani Scottsdale Investment Advisor shares A Winning Social Security Strategy
    by Financial Advisor Scottsdale Az on September 12, 2020 at 12:14 am

    Anil Vazirani Scottsdale Investment Advisor shares A Winning Social Security Strategy Anil Vazirani is president of Secured Financial Solutions, independent insurance advisor investment advisor rep with a fiduciary obligation and in the financial services industry since 1994. A+ rating with the Better Business Bureau for over a decade and a half, members in good standing... The post Anil Vazirani Scottsdale Investment Advisor shares A Winning Social Security Strategy appeared first on Retirement Planning Scottsdale.

  • Anil Vazirani Scottsdale Investment Advisor shares Social Security insolvency — and lower benefits — could arrive sooner than expected
    by Financial Advisor Scottsdale Az on September 11, 2020 at 5:19 pm

    Anil Vazirani Scottsdale Investment Advisor shares Social Security insolvency — and lower benefits — could arrive sooner than expected Nearly $3 trillion that acts as a barrier against the cuts to Social Security benefits from insolvency could run out even sooner than previously expected. The Old-Age and Survivors Insurance Trust Fund will begin sustaining annual... The post Anil Vazirani Scottsdale Investment Advisor shares Social Security insolvency — and lower benefits — could arrive sooner than expected appeared first on Retirement Planning Scottsdale.

  • Anil Vazirani Scottsdale Investment Advisor shares Fidelity unit settles SEC case over prospectuses for $2.5M
    by Financial Advisor Scottsdale Az on September 9, 2020 at 4:53 pm

    Anil Vazirani Scottsdale Investment Advisor shares Fidelity unit settles SEC case over prospectuses for $2.5M Fidelity’s National Financial Services agreed to its largest regulatory payout in at least 13 years to settle an SEC case involving delivery of prospectuses. The Fidelity Investments subsidiary underwrote the public sale of more than 70 million shares of stock... The post Anil Vazirani Scottsdale Investment Advisor shares Fidelity unit settles SEC case over prospectuses for $2.5M appeared first on Retirement Planning Scottsdale.

  • Revisiting Anil Vazirani Scottsdale Investment Advisor shares Security Benefit – Class Action Complaint
    by Financial Advisor Scottsdale Az on September 9, 2020 at 12:38 am

    Revisiting Anil Vazirani Scottsdale Investment Advisor shares Security Benefit – Class Action Complaint UNITED STATES DISTRICT COURT CENTRAL DISTRICT OF CALIFORNIA WESTERN DIVISION HOWARD ROSEN, a California resident, TERRI L. STAUFFER-SCHMIDT, an Arizona resident, MICHAEL A. WEBBER, an Illinois resident, individually and on behalf of themselves and others similarly situated, Plaintiffs, vs. SECURITY BENEFIT LIFE... The post Revisiting Anil Vazirani Scottsdale Investment Advisor shares Security Benefit – Class Action Complaint appeared first on Retirement Planning Scottsdale.

  • Revisiting Anil Vazirani says: Guggenheim lawsuit claims defrauded anuity investors to fund LA Dodgers
    by Financial Advisor Scottsdale Az on September 8, 2020 at 1:13 am

    https://retirementplanningscottsdale.com/2018/07/11/anil-vazirani-says-guggenheim-lawsuit-claims-defrauded-anuity-investors-to-fund-la-dodgers/ Revisiting Anil Vazirani says: Guggenheim lawsuit claims they defrauded annuity investors to fund LA Dodgers Per an article by InvestmentNews: Guggenheim accused of using cash from annuity unit to fund CEO’s purchase of LA Dodgers Case charges firm with ‘siphoning’ funds from insurance companies it owns Jul 2, 2018 @ 9:30 pm By InvestmentNews... The post Revisiting Anil Vazirani says: Guggenheim lawsuit claims defrauded anuity investors to fund LA Dodgers appeared first on Retirement Planning Scottsdale.

  • Revisiting Anil Vazirani Scottsdale Investment Advisor shares Advisor Questions Some High Annuity Return Projections
    by Financial Advisor Scottsdale Az on September 1, 2020 at 12:28 am

    Revisiting Anil Vazirani Scottsdale Investment Advisor shares Advisor Questions Some High Annuity Return Projections Annuities with high, stock-market-linked returns should be registered as securities, Anil Vazirani says. Anil Vazirani, president of Secured Financial Solutions (Photo: Vazirani) Anil Vazirani, a financial advisor who regularly sells indexed annuities, says some life insurers should be more conservative when... The post Revisiting Anil Vazirani Scottsdale Investment Advisor shares Advisor Questions Some High Annuity Return Projections appeared first on Retirement Planning Scottsdale.

  • Revisiting Anil Vazirani’s Warning to Retirees a lawsuit against MINNESOTA LIFE INSURANCE COMPANY; SHURWEST HOLDING COMPANY, INC. and others
    by Financial Advisor Scottsdale Az on August 21, 2020 at 9:24 pm

    https://retirementplanningscottsdale.com/2018/11/14/anil-vazirani-shares-retirees-lawsuit-against-minnesota-life-insurance-company-shurwest-holding-company-inc-and-others/ Retirees lawsuit against MINNESOTA LIFE INSURANCE COMPANY; SHURWEST HOLDING COMPANY, INC. and others claims that they engaged in an unlawful securities and insurance scheme targeting vulnerable, elderly California residents in several actionable acts: First, Defendants, individually and collectively, induced Plaintiffs through fraud and deception to liquidate their conservatively invested life savings estimated at over... The post Revisiting Anil Vazirani’s Warning to Retirees a lawsuit against MINNESOTA LIFE INSURANCE COMPANY; SHURWEST HOLDING COMPANY, INC. and others appeared first on Retirement Planning Scottsdale.

  • Revisiting Anil Vazirani’s work, Scottsdale Investment Advisor, exposed Security Benefit who’s in a class action suit for potential annuities fraud
    by Financial Advisor Scottsdale Az on August 21, 2020 at 9:22 pm

    https://retirementplanningscottsdale.com/2019/10/29/anil-vazirani-scottsdale-investment-advisor-exposes-security-benefit-whos-in-a-class-action-suit-for-potential-annuities-fraud/ Anil Vazirani, Scottsdale Investment Advisor, exposes Security Benefit who’s in a class action suit for potential annuities fraud Welcome to another edition of On the Money with your host Anil Vazirani, president of Secured Financial Solutions, an independent insurance advisor, an investment advisor rep with a fiduciary obligation since 2008. Ladies and gentlemen the... The post Revisiting Anil Vazirani’s work, Scottsdale Investment Advisor, exposed Security Benefit who’s in a class action suit for potential annuities fraud appeared first on Retirement Planning Scottsdale.

  • Anil Vazirani Scottsdale Investment Advisor NEW DATES FOR SEPTEMBER & LOCATIONS ADDED FOR OUR RETIREMENT PLANNING WORKSHOPS, RSVP ONLINE!
    by Financial Advisor Scottsdale Az on August 14, 2020 at 6:21 pm

    Anil Vazirani Scottsdale Investment Advisor NEW DATES FOR SEPTEMBER & LOCATIONS ADDED FOR OUR RETIREMENT PLANNING WORKSHOPS, RSVP ONLINE! RSVP ONLINE: https://secured-financial-solutions.com/retirement-planning-workshops/ Anil Vazirani is president of Secured Financial Solutions, independent insurance advisor investment advisor rep with a fiduciary obligation and in the financial services industry since 1994. A+ rating with the Better Business Bureau... The post Anil Vazirani Scottsdale Investment Advisor NEW DATES FOR SEPTEMBER & LOCATIONS ADDED FOR OUR RETIREMENT PLANNING WORKSHOPS, RSVP ONLINE! appeared first on Retirement Planning Scottsdale.

  • Anil Vazirani Scottsdale Investment Advisor shares Why Life Insurers Fly into the ‘Bermuda Triangle’
    by Financial Advisor Scottsdale Az on August 14, 2020 at 5:52 pm

    Anil Vazirani Scottsdale Investment Advisor shares Why Life Insurers Fly into the ‘Bermuda Triangle’ Private equity firms have steadily acquired U.S. life insurers and blocks of fixed annuity business and moved the blocks offshore to free up capital. This worries some people. Yesterday’s second quarter earnings conference call with senior executives of Athene Holding offered... The post Anil Vazirani Scottsdale Investment Advisor shares Why Life Insurers Fly into the ‘Bermuda Triangle’ appeared first on Retirement Planning Scottsdale.