How to survive retirement with your spouse
Depression and money are common sources of discord for married couples in retirement.
Insurance, Annuities, and Investments
Blog Listing
Putting a Social Security ‘bonus’ to work
High-income earners who reach the tax limit can use their bigger paychecks for financial gain.
Market update for October: What summer lull?
Investors were kept busy by geopolitical headlines, interest rate declines, and increased volatility.
A gift to our health
Employers can help their workers by teaching the retirement benefits of HSAs.
Using life insurance proceeds wisely: 8 options
Beneficiaries can use the life insurance death benefit any way they want.
The changing notion of a dependent
Who they are and their financial needs are varied in today's modern family.
Is disability income insurance worth it?
Your income — more than your car, or home or any other big ticket item — is your most valuable asset.
Buying life insurance for your parents
Life insurance proceeds could help recoup costs resulting from taking care of an aging parent.
Entering the 'wealth transfer zone'
What pre-retirees need to know to protect their assets and interests.
4 times when term insurance may be the answer
Term life insurance can offer solutions for a variety of issues.
Understanding voluntary benefits
Business owners, a successful benefit program can improve overall employee productivity.
Hispanics face greater retirement risks
Latinos live longer and, statistically, have less saved for retirement.
An ancient tool for modern results
An important measurement of a retirement plan’s success is how well it prepares employees to retire.
Estate planning: Learning from the famous
A prominent actor or musician dying without a will? Beware of their example.
Popularity of PRTs good news for employers and employees
When a pension has been transferred to a financially secure, experienced life insurer, it’s good news.
David Ortiz: I owe it all to my dad
MLB star “Big Papi” said his father pushed him to pursue baseball and remains his role model today.
Custodial accounts and Coverdells: How to use them
You might consider a custodial account for flexibility — or a custodial 529 or Coverdell for education.
Your ultimate life insurance road map
Life insurance is a tool that is more versatile and useful than most people are aware of.
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