Estate Planning

Estate planning is when you make a plan for what will happen to your money and property after you die. For example, you can decide who will get your house, or how your money will be used to help your family.

Learn more about estate planning from our financial advisors below.

You’ve worked hard all your life, played by the rules, only to have a majority of your nest egg wiped out due to something you could NEVER have controlled. For. . .

March 23, 2021

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“Offering retirees the chance to obtain tax-deferred growth and guaranteed income in retirement, annuities should always be part of a retirement and income specialist’s tool kit.” Michael Masor. Successful financial. . .

March 11, 2021

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Avoiding probate can be tricky, but you might be able to do it successfully following these three straightforward ways. If you own stock certificates or have a brokerage account, the. . .

The purpose of a life insurance policy is to protect and preserve your assets and income in case you or your family suffer a loss (i.e., lose your income, loss. . .

“U.S. government statistics say that over 70% of Americans 65 and older will need long-term care at least once in their lives. Yet, only 33% of us understand and acknowledge. . .

2020 was a year notable for a series of disruptive economic events, dramatic shifts in the way Americans work, and renewed interest in alternative markets, especially those embracing change to. . .

“Rising unemployment has serious implications, even for those already retired.” Robert Cannon. As the country emerges from COVID-19-related lockdowns, we are beginning to see more of the economic aftermath, particularly. . .

“It’s been over thirty years since Toronto Stock Market launched the first exchange-traded fund (ETF). Since that time, ETFs have gained popularity and are poised to take over the current. . .

January 21, 2021

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“There is only one difference between a long life and a good dinner: that, in the dinner, the sweets come last.” – Robert Lewis Stevenson. We all want our retirement. . .

“Building an expert team to guide you through the often bewildering and frustrating financial landscape is a crucial task if you are a pre-retiree or already retired.”-Eric Coons “Do-it-yourself” retirement. . .

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Annuities are a safe and reliable investment. They can transform your savings into a more predictable income. Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.

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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.

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