Consider a Fixed Indexed Annuity
If you’re looking for a reliable and secure way to supplement your retirement income, then fixed indexed annuities are worth considering. Fixed indexed annuities are one of the safest investment…
Medicare Supplements vs Medicare Advantage
Confused about the difference between Medicare Supplements and Medicare Advantage plans? You’re not alone. Choosing the right type of Medicare coverage for you can be tricky, but we’re here to…
Helping Your Aging Parents with their Finances
Your parents likely taught you all about money, helped you open your first bank account, and gave you an allowance. Sadly, over time, these roles frequently reverse themselves. So helping…
Important Financial Actions after the loss of a spouse
The loss of a spouse is challenging emotionally and financially. Death is an uncomfortable subject and few of us have prepared sufficiently to deal with the aftermath. However, if you…
Whole Life Insurance: How it works
Whole life insurance remains in force as long as you remain current with premiums. Here’s how it works. Let’s look at whole life insurance. In exchange for fixed premiums, an…
Annuities | Money | Retirement | Savings
8 Myths about Annuities
For many years annuities have received a bad rap from celebrities such as Suzie Orman, Dave Ramsey and many more. When it comes to planning for your retirement, you probably…
Conquering Retirement Challenges for Women
When it comes to conquering retirement challenges for women; women may face unique obstacles that can make saving for retirement more challenging. Given that women typically live longer than men,…
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…