Blog

 

How Split Annuity Strategies Work

Using two funding methods lets an annuity holder receive dependable income now and simultaneously save for future needs as principle rebuild

Thinking About Early Retirement?

If you’ve built up a large balance in 401(k)s, rollover IRAs and other tax-deferred accounts it's possible to manage how much of you are tax

The Anatomy of an Index

Did you know that more than $11.2 trillion in assets are benchmarked to the Standard & Poor’s 500 Composite Index, including $4.6 trillion

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession structure sooner rather than later. Let's take a look at

Rebalancing Your Portfolio

Periodically rebalancing your portfolio to match your desired risk tolerance is a sound practice regardless of the market conditions. One ap

Investment Challenges of the Affluent Investor

High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of inv

Alternative Investments - Going Mainstream

"Alternative investments" is an umbrella term for a disparate range of investment strategies and assets that might be best defined as invest

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including insurance needs. Newly married couples should consider a comprehensive review of their current indivi

What Should I Do With My Old 401(k) or Employer Plan?

Your employer plan is typically your most valuable retirement asset, and how you handle it could have major financial implications now and

How To Reduce Social Security Taxes In Retirement

Combining taxable IRA and retirement plan income with Social Security income in the same year causes retirees’ effective tax rates to soar.

What is an Annuity Illustration?

The purpose of the annuity illustration is to provide you with detailed information about the annuity’s likely performance over time. So it

Alternative Ways To Help Pay For College

One tool to consider as part of an overall college saving strategy is a fixed or fixed indexed annuity. A significant benefit of these produ

How To Roll Your IRA, 401k or 403b Into an Annuity

Retirees face a slew of risks in their golden years. The most common among them are outliving their savings, high medical bills not covered

A Look at Whole Life Insurance

Whole life insurance is designed to remain in force for your whole life, as long as you remain current with your premiums.

Why Medicare Should Be Part of Your Retirement Strategy

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

The A, B, C, & D of Medicare

Many pre-retirees are frequently warned that Medicare will only cover a maximum of 100 days of nursing home care (provided certain condition

Protecting Your Business from the Loss of a Key Person

Though business owners cannot protect themselves from the unexpected and sudden loss of a key employee, they may be able to protect themselv

The Basics of Medicare

Medicare is the federal government program that provides health care coverage (health insurance) if you are 65+, under 65 and receiving Soci