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Consumers with a large IRA have a tax problem. If they don’t use it or leverage it, they will likely lose a significant portion to future ta

Taxes are constantly changing. Consider diversification strategies to help you reduce tax risk now and in the future, protect your income,

In light of recent market challenges that have impacted the diversified investment portfolios we manage for our clients, many have asked how

There are two basic types of life insurance: Term life insurance provides affordable, basic life insurance protection for a specified perio

Do you need a life insurance policy Best Instant Life Insurance Quote Online. Get a Free Quote and Apply Now.

Add more certainty to your retirement savings with a fixed index annuity. Get an annuity quote today.

Using two funding methods lets an annuity holder receive dependable income now and simultaneously save for future needs as principle rebuild

While you can’t avoid paying taxes on an inherited annuity, here are a few things you can do to minimize them.

Tax-protected retirement savings accounts, such as IRAs or 401(k) plans, can be directly rolled over into an annuity tax-free as long as you

One of the most common questions people ask about Social Security is when they should start taking benefits.

There are a number of reasons for business owners to consider a business succession structure sooner rather than later. Let's take a look at

Periodically rebalancing your portfolio to match your desired risk tolerance is a sound practice regardless of the market conditions. One ap

A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual

Marriage changes everything, including insurance needs. Newly married couples should consider a comprehensive review of their current indivi

Retirees underestimate the cost of long-term care and overestimate the public funding that is available.

The purpose of the annuity illustration is to provide you with detailed information about the annuity’s likely performance over time. So it

Retirees face a slew of risks in their golden years. The most common among them are outliving their savings, high medical bills not covered

Whole life insurance is designed to remain in force for your whole life, as long as you remain current with your premiums.

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

Whatever your relationship with your parent has been, this new phase of life will present challenges for both parties. By treating your pare