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It is essential that women seek professional guidance regarding wealth management that adapts to their changing lifestyles over time.

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

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

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

There are two basic types of life insurance: Term life insurance provides affordable, basic life insurance protection for a specified perio

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

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

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

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

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

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

The ILIT owns a life insurance policy on the grantor’s life via the transfer of ownership of an existing policy, or through the grantor’s an

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

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

A retired household faces three types of health care expenses. The premiums for Medicare Part B (which covers physician and outpatient servi

Combining taxable IRA and retirement plan income with Social Security income in the same year triggers the torpedo, causing retirees’ effect

Retirees facing the prospect of depleting their retirement savings to pay for long-term care, consider whether a Medicaid Compliant Annuity

With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very li

Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more