Allen Wastler

It can be a delicate journey guiding a business from its outset and beyond. Here’s a library of help for the journey.

Life and disability income insurance can protect an entrepreneur's family, fund a buy-sell agreement, and provide business capital.

Beyond bank loans, there can be various alternative funding options, including SBA microloans, state programs, grants, CDFIs, and crowdfunding.

Tax diversification means using pretax, Roth, and tax-free accounts to fund retirement. Learn how each account type can help you reduce your tax burden.

This kind of life insurance policy can function as both a protection product and a versatile financial asset.

Compare fixed with variable annuities: guaranteed interest or market growth. Learn which fits your retirement goals and risk tolerance.

It’s about managing your overall finances for the big picture rather than just going day-to-day.

Mom and Dad? Debt? Here are some situations that might merit a life insurance solution.

There's no universal minimum to work with a financial advisor. Learn why the $50,000 myth holds people back and when professional guidance could be valuable.

Life insurance is a tool that is more versatile and useful than most people are aware of.

Term life insurance offers affordable death benefit protection for a set period. Explore 4 situations when a term policy may be the right choice.

Investors use this method to strike a balance between playing the market and staying on the sidelines.

Life insurance riders let you customize your policy with added benefits — from coverage options to long-term care — for a wide range of needs and life stages.

A GLWB rider can add guaranteed lifetime income to a growth-focused annuity. Learn how it works, what it costs, and whether it fits your retirement plan.

Don’t overlook these important protection and retirement pillars when putting together shopping lists and class schedules.

The three-legged retirement stool is wobbling for many Americans. Learn why — and what you can do about it before you reach retirement age.

College costs, slim scholarship odds, and growing student debt are the three financial realities every family must face. Here's what the numbers say — and how to plan ahead.

Wondering what a QLAC is and how it works, especially with RMDs? Learn the pros and cons of a qualified longevity annuity contract for your retirement.