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.

August 1, 2021

/ Presented By

/ Edited By

According to California-based exit planner Bill Black, “85% of small businesses have done no planning, leaving their families and employees at risk.” In addition, survey after survey indicates that Baby. . .

July 20, 2021

/ Presented By

/ Edited By

Probate is a process that identifies the deceased person’s assets and provides for the legal transfer to the intended beneficiaries. The process can identify debts, value property, and pay debts. . .
July 16, 2021

/ Presented By

/ Edited By

Not every situation requires the need for a full team and often just putting together a few parts can be enough to start the process. You should consider your personal. . .
July 12, 2021

/ Presented By

/ Edited By

Fees. It just sounds like a dirty word, doesn’t it? No one likes paying fees. I certainly do not. But is it crazy to think we pay fees all of. . .

July 8, 2021

/ Presented By

/ Edited By

The Baby Boomers are overpowering the health care system. For over 100 years, the discussion of a national health care system in America has been both a hot and cold. . .

July 6, 2021

/ Presented By

/ Edited By

Make sure you understand the financial burden of long-term care. What’s one of the quickest ways your clients can blow through their retirement nest egg? Long Term Care, and with. . .

 “Liquid assets are a major component of a healthy financial plan. Are you making sure your clients have the cash they need to hedge against disasters?” Del Fujinaka Income shocks. . .

“In a perfect world, you would enter retirement with your home paid off, $2million in savings, and not a penny in debt. Unfortunately, our world is far from perfect.”-Donna McElroy. . .

June 24, 2021

/ Presented By

/ Edited By

In my years as a retirement and income specialist, I have run across more than one person who claims they hate annuities. More often than not, this position is based. . .

June 23, 2021

/ Presented By

/ Edited By

Most people are just not prepared to deal with the expense and life change a LTC situation would bring. Costs can easily exceed $7,000 a month or more and frankly. . .

View The Best Annuity Rates Available Now

Annuities are a safe and reliable retirement product. 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.

Our unique system of “Pooled and Shared” articles by our authors, our outside contributors, and writing assistants provides efficiency, enhanced collaboration, and greater topic accessibility. This allows for a better utilization of content and productivity while delivering meaningful content to our readers.

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.

Protect Your Retirement

Our 20th edition of The Safe Money Guide, the standard of the industry.

Guaranteed Income
For Life

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

Recent Posts

Archives