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Learn How To Make Smarter Choices About Retirement

Even if you consider yourself a conservative investor, remember that stocks historically have provided higher long-term total returns than c

The Anatomy of an Index

Did you know that more than $11.2 trillion in assets are benchmarked to the Standard & Poor’s 500 Composite Index, including $4.6 trillion

Rebalancing Your Portfolio

Periodically rebalancing your portfolio to match your desired risk tolerance is a sound practice regardless of the market conditions. One ap

Investment Challenges of the Affluent Investor

High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of inv

Healthcare Costs in Retirement

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

How Delaying Social Security Pays Off

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

How Medicaid Compliant Annuities Work.

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

Retirement Tips For Empty Nesters and Retirees

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

Helpful Retirement Strategies for Women

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

How To Create Tax-Free Wealth

The average 401(k) exposes your money to 50% losses. What would losing HALF your retirement savings money mean to your future? Imagine what

The Limitations of Medicare and Medicaid

More than 75% of family caregivers incur thousands of dollars in chronic illness out-of-pocket expenses.

The Investment Risk No One’s Ever Heard Of

As an investor, you face another, lesser-known risk for which the market does not compensate you, nor can it be easily reduced through diver

Don’t Be Your Own Worst Enemy

The innate wiring built to survive pre-modern times can be counterproductive in our modern world, especially when it comes to investing.

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