“It can be wonderful to grow old with your parents. However, you’ll need strategic planning to ensure that caring for aging relatives doesn’t drain your emotional and financial resources.” –Jeff. . .
After running multiple scenarios against actual financial market returns and inflation rates between 1926 and 1992, personal finance guru William Bengen articulated the well-known “4% Rule”. Bengen was surprised to. . .
As Thanksgiving approaches, I think about what I have to be thankful for and the traditions surrounding this wonderful holiday. One of the things that I am thankful for is. . .
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When it comes to Medicare, do you get confused about the details? Not only do you need to know all of the different parts of the program, you must also. . .
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In today’s world, especially the digital world, people constantly leave behind little pieces of themselves. These pieces, while small, are a part of a larger picture, your identity. Please do. . .
Use tax-deferred annuities to manage your future tax liabilities A tax-deferred annuity is a plan in which income tax on an original deposit of investment income is not charged during. . .
With over 30 years of experience, clients have often said that they do not need a Lifetime Income Annuity. They only want a reasonable rate of return. They may be. . .
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