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
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
Healthcare costs are one of the biggest expenses retirees face (but can be very manageable with the right knowledge!) which makes choosing t
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
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time t
While the financial situation of military personnel and their families mirrors the general population in many respects, heavy indebtedness a
Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do y
Variable universal life insurance is permanent life insurance—it remains in force for the policyholder's whole life. And, as with universal
College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at c
Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motiva
The latest research suggests that divorce rates in the U.S. have been falling in recent decades. Still, many people face the difficult cross
The average 401(k) exposes your money to 50% losses. What would losing HALF your retirement savings money mean to your future? Imagine what
Massive changes introduced by the SECURE Act (effective Jan. 1, 2020) have made many estate strategies outdated. If you haven’t created ...
The idea behind asset allocation is to offset any losses from one class with gains in another, and thus, reduce the overall risk of the port
Medicare coverage can be a critical component for living a healthy life in retirement, as well as for maintaining your financial......
The decision of when to take Social Security versus retirement plan benefits might change significantly if taxes are considered. A result...
