Basically, buying an annuity means making a commitment to set aside funds now, allow the funds to grow for a set period of time, to receive
Starting a conversation with a financial professional can help you understand your benefits and filing options. If your earnings history....
Spousal benefits can be complex, and decisions surrounding these benefits require careful thought and planning. It’s never too early to ....
When shopping around for a life insurance policy, you have many choices. From monthly low-cost term insurance, to more expensive but long-te
In light of recent market challenges that have impacted the diversified investment portfolios we manage for our clients, many have asked how
Even if you consider yourself a conservative investor, remember that stocks historically have provided higher long-term total returns than c
Add more certainty to your retirement savings with a fixed index annuity. Get an annuity quote today.
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
Tax-protected retirement savings accounts, such as IRAs or 401(k) plans, can be directly rolled over into an annuity tax-free as long as you
Periodically rebalancing your portfolio to match your desired risk tolerance is a sound practice regardless of the market conditions. One ap
The purpose of the annuity illustration is to provide you with detailed information about the annuity’s likely performance over time. So it
Retirees face a slew of risks in their golden years. The most common among them are outliving their savings, high medical bills not covered
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
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
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
