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.

Are you a woman who tosses and turns at night, worrying about money? Insurer Allianz surveyed women in 2019 found that 67% of female survey respondents reported worrying about their. . .

“Index investing” is a passive investment strategy used by some investors in an attempt to generate returns comparable to a broad market index. Proponents of index investing believe that it’s. . .

“If you are preparing to purchase an annuity, you will need to decide when you want your stream of periodic payments to begin. The time when the income stream turns. . .

If you have been looking for a financial advisor or retirement and income specialist recently, you may have run across the term “fiduciary.” Fiduciary rules have been in the news. . .

September 21, 2020

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In September 2020, the Federal Reserve ended its two-day policy meeting by announcing its intention of keeping interest rates at their current all-time lows until 2023. Since 70% of the. . .

September 21, 2020

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There’s a gremlin nibbling away at your wealth as fast you can accumulate it. It’s a real threat operating under a rather benign-sounding name, “opportunity cost.”- Michael Masor Opportunity cost. . .

“Some retirees find they can add 6-8 years to their retirements by moving. But there are lots of things to consider before doing so.”-Dana Trenchfield It’s common for seniors who. . .

September 16, 2020

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If you are over 50, your financial advisor, agent, or CPA has probably mentioned the need for some protection against the potentially disastrous costs of long-term care. Knowing that retirees. . .

Sparked by the current pandemic, sales of a relatively new type of annuity have seen a 38% increase over the last year, according to estimates by the Secure Retirement Institute.. . .

August 24, 2020

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While no single financial product can meet the financial needs of every retiree, annuity products have evolved to earn a respectable place in many retirees’ portfolios.– Randy Hux One of. . .

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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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