Immediate Annuity might be a useful Option for Retirees
If you don’t have a pension from your company when you retire but need to set up a steady stream of income, you may consider purchasing an immediate annuity.
October 12, 2023
Using an Annuity in your Planning to distribute Income
A steady stream of income can give retirees worried about stock market downturns a reassuring sense of stability.
October 3, 2023
Important to Evaluate your Planning before a Second Marriage
If you are getting remarried, you obviously want to celebrate. However, it is also important to focus on less exciting matters, like redoing your estate plan.
August 7, 2023
Costly Social Security Mistakes to Avoid
Whether you’re counting on Social Security to fund most of your retirement income or supplement it, you want to make sure you get all of the money you’re entitled to.
August 2, 2023
Review Beneficiary Designations after Life Changes
When was the last time you updated, or even thought about, the beneficiary designations listed on your retirement accounts, life insurance, or annuity contracts? If you don’t remember, it’s time for a review!
June 29, 2023
Tax Scams Involving Charitable Remainder Annuity Trusts
Part of the agency’s latest annual ‘Dirty Dozen’ scams, these potentially ‘abusive arrangements’ involve charitable remainder annuity trusts and monetized installment sales.
May 22, 2023
Blended Families face Unique Planning Decisions
There are many different configurations of blended families. However, they are generally made up of married couples who have children from previous marriages or relationships.
May 16, 2023
‘When’ play Major role in Retirement
People approaching retirement ponder numerous questions. However, I’ve found that many of the most important questions revolve around the word ‘when.’
April 19, 2023
Asset Protection Trusts can address Long Term Care
The idea of asset protection for the purposes of protecting against long-term care costs is becoming both more sought-after and more necessary.
April 5, 2023
New changes to 529 Plans provide more Options
A type of education savings account called a 529 plan is just one of several tools families can use to prepare for the growing costs of higher education. While these plans can be beneficial for almost anyone since they let funds saved for education compound on a tax-free basis provided they’re used for eligible education expenses, individuals who live in states with special tax breaks for contributions tend to fare the best.
April 3, 2023