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Social Security Benefits: How Much Will I Receive

Next to “When should I claim Social Security benefits?”, one of the more common questions people have is “How much will I receive?” Calculat

Don't Let These Annuity Myths Fool You

Before you add an annuity to your income strategy, it’s prudent to understand what an annuity does and what it doesn’t do. Essentially, annu

The Investment Risk No One’s Ever Heard Of

Knowledgeable investors are aware that investing in the capital markets presents any number of risks, including interest rate risk, company

Four Reasons Millennials Need an Estate Strategy

You’re young, have little in savings, and might not have anyone relying on you, financially. So, why do you need to think about estate manag

Understanding Long-Term Care

Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing

A Primer on Dividends

When interest rates reach historic lows, some investors turn to dividend-yielding stocks when in search of income-generating investments. Wh

THE ABCs Of Zero Coupon Bonds

At first blush, the idea of a bond that doesn’t pay interest seems oxymoronic. After all, isn’t a bond a debt instrument that pays periodic

The Great Debate Continues: Active vs. Passive

Whether it’s sports, music, or politics, life holds any number of “great debates”– debates that never seem to reach a conclusion. In investm

Getting A Head Start On College Savings

Get an IUL Quote Today | By investing wisely, you can help tackle the financial obstacles of funding their higher education....

Retirement Strategies For Women

Retirement may look a little different for women, but with the right strategies – and support – you’ll be able to live the retirement you’ve

How to Make the Tax Code Work for You

Understanding credits and deductions is a critical building block to making the tax code work for you. By April 19, 2019, 137million taxpaye

Pullbacks, Corrections, and Bear Markets

The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions a

Mortgages in Retirement

Get a Free Mortgage Protection Quote: Anyone who has gone through the process of mapping out their retirement knows there can be.......

Prevent a Rift: Money Tips for Newlyweds

Get a Free Life Insurance Quote | In a recent study, 88% of millennials admitted that financial decisions are a source of tension.....

What a Market Correction Means for You

As an investor, getting through a correction means having the poise to ride out short-term volatility. Here’s a quick refresher: a correctio

ROTH IRA Conversions in the Era of COVID-19

In the face of the market downturn after the COVID-19 outbreak, you may be in a unique financial situation. The COVID-19 pandemic has shaken

401K Options After a Job Loss

The CARES Act waives the 10% early withdrawal penalties on 401(k) plans, giving some account owners up to three years to replace what they t

How to fund an annuity from your IRA

Deferred annuities may offer protection of your principal. Fixed deferred annuities guarantee your principal and a minimum rate of interest

Is a SEP-IRA Right for Your Business?

A SEP can be established by sole proprietors, partnerships, and corporations, including S corporations. If you're like many small business

Know your 401(k) options between jobs

Few life events are more stressful than a job loss. If you or someone you know is in this situation due to COVID-19, you’ll likely have seve

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