Current News
Feb13
Joint and Why Not?
We’ve received some questions lately regarding joint ownership of an annuity, and why it can’t be done in qualified accounts. Joint ownership of an annuity ...
Feb06
Not Surprising
It is not surprising that the thought of retiring is overwhelming to many due to major life shifts. This could include financial uncertainty, loss of ...
Jan29
It’s That Time of Year
Since January is a popular month for email scams, here are some tips to help avoid them and keep the good times going all year ...
Jan16
Preparing for the Future
Some clients have asked us what the difference is between having a life insurance policy that benefits their family, and having an annuity policy that ...
Nov23
Choice and Chance
There is no one “ideal retirement.” But there are many ways to have a happy retirement if you have reflected on the choices you have, ...
Nov06
Longevity
We frequently write about longevity and how important it is to have savings we don’t outlive. And while we’ve always striven to give our clients ...
Oct24
Evolution of Life Insurance
Years ago, it seemed as if the only reason to purchase life insurance was simply to make sure loved ones who depend on your income ...
Sep30
Working After Retirement
Working after retirement brings with it the need to understand certain tax and contribution rules governing the way you can use and/or continue to contribute ...
Sep25
Is This Year a Good Year To Retire?
There is nothing generally inherent in any given year that says it’s a bad or good time to retire. The question that needs to be ...