Question: “I have an annuity and it made 7%. I only work part time so I could use some financing. I hope to retire in two years but I will need to withdraw part of it within a year. What options do I have? What is the appropriate expert to consult in this situation?
Arvind featured in MarketWatch
Read MoreSeptember is usually a dismal time for investors. It's the month after the end of the summer when money managers make portfolio adjustments and trade volume picks up.
Arvind featured in IBT
Read MoreWeigh the issuing firm's financial health, and be cautious with corporate bonds below investment grade.
Arvind featured in U.S. News
Read MoreArvind talks about why the technology sector has performed so poorly in the stock market this year and how average investors should approach the tech sector for the rest of 2022.
Arvind featured in Early Bird
Read MoreIf you need funds quickly, a 401(k) loan offers several advantages over other loans or 401(k) plan withdrawals — but there are many rules to follow.
Arvind featured in Business Insider
Read MoreIt goes without saying that fiduciary duties that must be fulfilled. But there are some that are often overlooked, an industry expert warns.
Arvind featured in ASPPA
Read MoreBy the time you read this, you might be thinking, “The summer is almost over.” That doesn’t change anything. Believe it or not, it’s not too late to take full advantage of this summer job opportunity.
Arvind featured in Forbes
Read MoreArvind featured in Forbes
There’s been pressure to lower 401(k) fees for some time now. When the Department of Labor (“DOL”) came out with its Mutual Fund Fee Disclosure Rule in 2012…
Read MoreArvind featured in LegalZoom
These 10 actions can help open the lines of communication and determine where you can play a role.
Read MoreArvind featured in Finmasters
So you have a financial advisor. You’ve worked hard, used a budget, and managed your money.
Read MoreArvind featured in Wealth Management
The ancient practice offers useful insights for advisors to regulate their own emotions and better serve their clients.
Read MoreArvind featured in Bankrate
In mid-March, President Joe Biden signed the third stimulus bill into law, and for the first time, adult dependents — college students included — are eligible to receive a stimulus check.
Read MoreArvind featured in REALSIMPLE
The standard approach to saving for retirement tends to be acquiring a large pot of money which you then invest (ideally in a tax-advantaged retirement account).
Read MoreArvind featured in US News and World Report
An annuity contract can be for varying lengths of time, such as one, five or 10 years, with a payout phase starting sooner or later depending on whether the annuity is immediate or deferred.
Read MoreArvind featured in US News and World Report
Experts say it's wise to look at another gauge: the dividend payout ratio, or the percentage of earnings paid as dividends.
Read MoreArvind featured in US News and World Report
Some advisors say clients appreciate tax prep and even estate planning under one roof.
Read MoreArvind featured in Active Over 50
COVID-19 has turned our world upside down with the market going up and down like a roller coaster.
Read MoreFrom Arvind’s M Expert Column in M Magazine
Since women live longer, in addition to having a comprehensive financial plan…
Read MoreFrom Arvind’s article in Active Over 50
I spent many years in the technology industry as an executive running and growing businesses of medium to large companies. However, I always wanted to make a positive impact on people’s lives using my financial knowledge, experience running successful enterprises and MBA in Finance…
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