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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

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

A Living Trust Primer

A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual

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

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.

Caring for Aging Parents

Whatever your relationship with your parent has been, this new phase of life will present challenges for both parties. By treating your pare

And the Executor Is

Choosing the right executor can help ensure that the distribution of your assets may be done efficiently and with as little upheaval as poss

Medicare vs. Medicaid

Medicare and Medicaid are both health insurance programs administered by the government, there are differences in covered services and cost-

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