Annuities and Taxes
What is an annuity? An annuity is simply a “series of payments made at equal intervals.” That means that your mortgage, insurance, savings, and pension are all annuities. Mostly what…
Preparing for Retirement
Preparing for retirement is not entirely financial. Your degree of happiness in your “second act” as you are preparing for retirement may depend on some factors that don’t come with…
Why Do I Need Travel Insurance?
What is Travel Insurance and Why Do You Need It? “Why do I need travel insurance?” You’ve booked your trip, prepared your itinerary and you’re all set. You ask yourself…
Common Questions about Annuities
Ask these 9 questions about annuities. Are you considering an annuity? As you start your research about annuities as a form of retirement protection, many questions come up. Here are…
What are the Different Parts of Medicare?
Learn More about the parts of Medicare! Breaking down the basics. Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical….
How much life insurance should you have?
If your family relies on your income, it’s critical to consider having enough insurance to provide for them after you pass away. But too often, life insurance is an overlooked…
Retirement Seen Through Your Eyes
Retirement – Read Time: 4 Min How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to…
A Brief History of Estate Taxes
Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, Congress instituted a system of federal stamps that were…
Choosing Your Life Insurance Beneficiaries
Making Sure All Your Loved Ones are Covered Choosing the beneficiaries for your life insurance policy is one of the most important decisions you will make. Life insurance is, after…
Should You Repay Debt or Save for Retirement
It’s a difficult choice between repaying your debt and saving for your future retirement. Which one do you choose to get the maximum benefit and results? Let’s get our house…