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…
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…
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…
Get More Retirement Income: Avoid these 7 Social Security Mistakes
Get More Retirement Income: Avoid These 7 Social Security Mistakes Social Security may be an important part of your retirement future. It’s crucial to avoid common mistakes that can cost…