Avoid a Hefty Tax Burden With Life Insurance
As you plan your estate, you want to know your beneficiaries won’t be saddled with a big tax bill along with their inheritance....
Save Money by Converting to a Roth IRA Right Now
The country has plunged into difficult financial territory with the recent COVID-19 outbreak. We have been through this territory before...
Some Good News to Focus on Amidst the COVID-19 Outbreak
Right now, the country is going through something most of us have never experienced before. The barrage of news about coronavirus can...
How to Avoid These 4 Serious Retirement Security Mistakes
When you retire, you will face a lot of fun choices. Sleep in or get up early? Travel the world or stay home? Host the next get-together...
Nursing Home Evictions: What You Need to Know
A recent feature on NBC News depicted a shocking scenario: Elderly and disabled people, booted out of their nursing homes, no place to go...
Income Taxes in Retirement: How to Reduce Your Taxable Burden Down the Road
Taxes are an inevitable part of life, whether you’re still working or you’re retired. When you enter retirement, your funds may be more...
Behind on Your Retirement Savings? You Can Still Catch Up at 40, 50 or 60!
You started out with the best of intentions. You meant to start contributing to your 401K right out of college, but you were trying to...
Have You Considered a Fixed Annuity? Three Advantages to This Retirement Option
With so many Boomers now well into retirement and Generation X poised to follow, the issue has become one of great importance at the...
Close to Retirement? Make Sure You Plan for the Right Life Expectancy (Many Don’t)
Most people would rather get a root canal than have a serious talk about life expectancy. We get it; it’s not the easiest of topics to...
Don’t Believe These Five Myths About Retirement
Many people think about retirement as something with hard and fast rules you must comply with, or else you won’t have a good experience....
