April 21, 2022

And the Executor Is

ESTATE READ TIME: 3 MIN U.S. Supreme Court Justice Warren Burger is famous for more than just his time on the bench. When he died in […]
April 21, 2022

Estate Management Checklist

ESTATE READ TIME: 4 MIN Do you have a will? A will enables you to specify who you want to inherit your property and other assets. […]
April 21, 2022

Critical Estate Documents

ESTATE READ TIME: 3 MIN Financial Documents Joint Ownership Durable Power of Attorney Living Trust What does it do? Enables you to own property jointly with […]
April 21, 2022

Women and Financial Strategies

RETIREMENT READ TIME: 3 MIN Forty-four percent of American women are the primary breadwinner in their house.1 Yet only 10% of women feel very confident in their ability to […]
April 21, 2022

Immediate vs. Deferred Annuities

RETIREMENT READ TIME: 4 MIN Despite not being as well known as some other retirement tools, annuities account for 7% of all assets earmarked for retirement. […]
April 21, 2022

How Will Working Affect Social Security Benefits?

RETIREMENT READ TIME: 4 MIN In a recent survey, 68% of current workers stated they plan to work for pay after retiring.1 And that possibility raises […]
April 21, 2022

Important Birthdays Over 50

RETIREMENT READ TIME: 4 MIN Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the […]
April 21, 2022

Where Will Your Retirement Money Come From?

RETIREMENT READ TIME: 4 MIN For many people, retirement income may come from a variety of sources. Here’s a quick review of the six main sources: […]
April 21, 2022

Split Annuity Strategy

RETIREMENT READ TIME: 5 MIN When financial markets turn volatile, some investors show their frustration by fleeing the markets in search of alternatives that are designed […]