I am often asked, "What's the difference between a will and a living trust?" The big advantage to a living trust is that it doesn’t have to go through probate court as a will does. This can save you time and money.
A secure retirement provides the peace of mind to allow you to live life to the fullest. A commission-free fixed index annuity delivers complete downside protection in today's volatile markets, as well as guaranteed lifetime income.
You might be asking yourself, “When should I retire? Should I retire early or defer it? How much do I need to retire?” A prudent retirement income plan is the key to a worry-free retirement.
The biggest enemy to your retirement has come back on the scene with a vengeance. Inflation is here again. Are you still on track to meet your retirement goals?
Do you know the best states for retirement living? You need to consider more than just taxes and climate in order to ensure that you enjoy the retirement of your dreams.
Think that saving for retirement is the hard part? WRONG! There are many hidden tax traps waiting for you in retirement. You need a solid retirement income plan.
It’s not only about when and how to file for Social Security, it’s about all the layers of your retirement income working together to get you a tax-smart retirement paycheck.
An estate plan is more than just a will … and it’s not just for rich people. I debunk the common misconceptions and explain what you need to consider (yes, you).
An important Social Security benefit that is often overlooked is the survivor benefit. There are a number of details involved when it comes to planning for the maximization of this benefit. If you're married, it's important to consider your options for both you and your spouse.
Many people believe Social Security will pay for their retirement, but Social Security was designed to be just a complement to a pension and investments. So don’t rely only on Social Security for your retirement because it probably won’t be enough to maintain your current lifestyle.