Does an annuity fit your retirement goals?
Annuities may provide you with an additional source of reliable income now, in retirement, or in the future.
Insurance, Annuities, and Investments
Blog Listing
Inherited IRA: Mistakes to avoid
Beneficiaries of an inherited IRA can avoid costly mistakes by knowing the rules.
Four financial acts for your family
Families support each other emotionally, physically...and, just as important, financially.
Social Security benefits and filing options for the widowed
If you lost a spouse, research your filing options carefully.
Estate equalization for business owners: How to do it
Dividing an estate should be easy math, but for business owners the largest asset is often illiquid.
6 summer gig ideas to make extra money
Put your talent and entrepreneurial spirit to work this summer to help you reach your financial goals.
Who is responsible for debt after death?
It depends on your state, the type of debt you have, and how you structure your assets.
A little summertime fun? Quiz yourself
What do you know about the dog days of summer and watermelons?
Why life insurance matters for both working and stay-at-home parents
The breadwinning parent might have added home or career costs if the at-home parent passes away.
Stepping into the father's role
As we celebrate fathers this month, let's also appreciate that DNA does not necessarily make a dad.
Juneteenth: Understanding the resolve, overcoming the gap
The history behind the holiday lends hope for conquering continued disparities.
How higher interest rates may hit consumers
With interest rates rising, borrowers may pay more for loans but savers may welcome the higher yields.
Is life insurance taxable? FAQs you need to know
Answers to frequently asked questions regarding life insurance, taxes, and being a beneficiary.
The Fed’s inflation fight and the markets
Breathe … and use the difficult markets as an opportunity to reaffirm your long-term plan.
Life insurance terms you must know
Life insurance policies are full of complicated financial terms, but it doesn’t have to be hard.
It pays to establish business valuations
Business owners need to understand valuation and why it’s critical for their future.
College refund? Return the money to your 529 plan
Avoid an unwanted tax bill by recontributing funds to your 529 plan within 60 days of a college refund.
Signs of elder financial abuse — and what to do about them
It's critical that those closest to seniors watch for possible financial red flags.
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