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The greatest wealth transfer in history will continue to unfold over the next 25 years, as Boomer households pass assets to their children a

Did you know it’s possible to retire in the zero percent tax bracket? You might be thinking, it’s too good to be true. But as long as you kn

With record numbers of baby boomers retiring, many new trends are coming into the retirement landscape. Among boomers, there is one growing

After we enjoyed the sweet ride of an 11-year bull market, market volatility is back in style now. Where things will go from here is anyone'

In light of recent market challenges that have impacted the diversified investment portfolios we manage for our clients, many have asked how

As a licensed fiduciary for over 15 years and spending most of that time with retirees, I’ve heard the same desires and concerns repeatedly:

The holidays are a time for family gatherings, and it’s a good bet that at many of them, a couple of the adult “kids” huddled together and a

Is a lump sum offer from an employer a better choice than a pension annuity for life? The former provides an immediate up-front amount (say

Retirement isn't that complicated. You either save enough -- or you come up short. But answering the question "do I have enough money to ret

If you asked a hundred financial advisors about what they use to construct retirement strategies, you would surely get as many opinions as t

Here are five steps to take in order to help you make the transition.

Why are 401(k) plans, annuities, and IRAs so popular? It’s important to understand the differences between a Roth IRA and life insurance. In

Many people know about life insurance and how it may give financial protection. What about using life insurance in retirement? Just look onl

Learn How Annuities Can Protect Your Retirement Savings & Give You Guaranteed Monthly Income For Life. Better Understand The Power of Annuit

The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of estate objectives; howe

The uncertainties we face in retirement can erode our sense of confidence, potentially undermining our outlook during those years. Indeed, a

The U.S. Department of Agriculture estimates a middle-income family with a child born today can expect to spend about $285,000 to raise that

All of us would love to pass on a decent-sized legacy to our heirs. But too many estates are all but entirely consumed by the high costs of

As a parent, of course you want to give your child the best opportunity for success, and for many, attending the “right” university or colle

Individuals hold about $2.2 trillion in annuity contracts; a tidy sum considering an estimated $9.2 trillion is held in all types of IRAs.1