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Social Security Benefits: How Much Will I Receive

The decision of when to take Social Security versus retirement plan benefits might change significantly if taxes are considered. A result...

4 Steps to Protecting a Child with Disabilities

Raising a child is expensive and can cost a quarter of a million dollars, not including college. For a child with special needs, that cost..

Understanding Long-Term Care

When it comes to addressing your long-term care needs, many look to select a strategy that may help them protect assets, preserve dignity...

Revising Estate Strategy Assumptions

When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an.....

Changing Unhealthy Behaviors

Most Americans know the fundamentals of good health: exercise, proper diet, sufficient sleep, regular check-ups and no smoking or excessive

An Overview of Renter’s Insurance

Renters sometimes overlook the need for insurance based on the belief that they may not have a significant amount of personal possessions, o

How to Eliminate Market Recovery Using an IUL

Indexed Universal Life offers a guaranteed income-tax-free death benefit and can protect a portion of retirement income and assets from mark

Benefits of Annuities During a Recession.

Annuities come in all sorts of flavors, but the two primary flavors are fixed annuities and variable annuities. One type of fixed annuity, t

401(k) vs. IUL

In the last decade, we had two major market crashes. Understandably, many working professionals worry about the long-term safety of their ..

How to Calculate Your Life Insurance Needs

It’s hard to generalize when it comes to life insurance. What one family needs may differ drastically from what another family in similar ..

What You Need to Know about PMI

Private mortgage insurance (PMI) is a reality that is hard to escape, especially for first-time home buyers.  PMI does not give the...

When Is Term Life Insurance Right for You?

Many of us believe life insurance lasts for life. After all, it is called “life insurance.” But that’s not always the case. Some life...