Annuities: Criticisms and rebuttals
Annuities are often disparaged by financial pundits. The criticism often misses the point.
Insurance, Annuities, and Investments
Blog Listing
Three ways to pay for long-term care
Home health aides, assisted living, or nursing homes can be a major expense.
Who did what with annuities? Take the quiz
Think annuities are kind of a dry subject? They actually pop up in history more often than you may think.
How directed trusts can help meet your estate planning needs
Beyond administration, they can help keep your investment philosophy on track.
Your ultimate retirement planning guide
Retirement is a journey that should start early with steady navigation. Have a road map.
A retirement roadmap for DINKs
Kid-free couples need a bigger financial war chest to pay for long-term care expenses as they age.
Planning for your old age … while still of sound mind
To retain control of your options as you get older, make plans and formalize key documents ahead of time.
How to avoid probate without setting up a trust
You want to be able to transfer your assets to the next generation with as little red tape as possible.
Is paying for long-term care part of your retirement plan?
Paying for possible long-term care needs is a growing concern. Planning ahead can help.
The retirement income crisis ... and what can be done about it
America’s retirement numbers aren’t adding up, but innovation and growing awareness may offer some relief.
Types of annuities and how they work
There are a variety of annuities that offer different payouts and benefits.
5 retirement risks and what to do about them
Recognizing these challenges ahead of time is the first step to mitigating them.
Taxes and retirement: 5 planning tips
Be strategic to lower your tax bill in retirement.
9 financial questions to ask your mom
If your mom does not have certain plans in place, she may be vulnerable to financial risk.
Millennials come to their parents' aid
Sandwich generation challenges are increasing for the maturing millennial demographic.
How to start a retirement plan
Saving for retirement is easier the earlier you start. Here’s how to take that all-important step.
Be on guard: 3 common senior scams
Scammers defraud seniors of billions of dollars per year, but you can take preventative steps.
6 ways life insurance can help with estate planning
In addition to protection, life insurance can offset challenges that arise in passing on an inheritance.
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