Retirement With $5 Million
There was a recent report from the Employee Benefit Research Institute on an analysis of retirement accounts using the 2018 Survey of Consumer Finances. According to the analysis, a $5
January 19, 2024
News & Updates
New Law For 2024
If you own a small business or family office you could be required to report ownership details to the federal government… or face stiff penalties and possible jail time. The
January 5, 2024
Estate Planning
We all know that complex estates require sophisticated estate planning. If you have a large estate or own a business, only a qualified estate-planning attorney will have the knowledge and
December 29, 2023
Gifts That Keep Giving
The younger a child is when you contribute to their 529 plan, the longer the account has to potentially benefit from compound growth. In 2023, individuals can contribute up to
December 22, 2023
Pre or Post-Retirement?
Most of us think of life insurance as a way to help the people who depend on us financially, or even just to help pay the debts we may have
December 16, 2023
Types of Annuities: A Rundown
We’ve been asked what a variable annuity and a fixed annuity are. What are the differences between them? Essentially: A variable annuity’s value is based on the performance of a
December 8, 2023
Don’t Take the Bait
In 2022, social media-based scams cost Americans a total of $1.23 billion, a 54% increase since 2021, according to the Federal Trade Commission. Typically, these sorts of scams start with
December 1, 2023
Paying For Medicare
Friends and colleagues who are approaching 65 are beginning to ask about Medicare benefits. Not just how to sign up, but what to select from among the various choices. The
November 11, 2023
What is a Pension? Do You Have One?
The phrase “pension benefits” has come up a lot in recent weeks, especially during the negotiations between the United Auto Workers union and the “big three” automotive manufacturers, narrowly avoiding
November 3, 2023
Did You Hear?
Did You Hear? According to LIMRA, annuity sales are on the rise yet again this year, after also breaking records last year. Investors building their retirement strategy looking to mitigate some
October 19, 2023
An Important Warning
Did you know that the older you are, the more susceptible you are to telephone or internet fraud? One of the most common tricks scammers use is impersonating a child
October 5, 2023
When to Buy an Annuity?
The average age at which one buys an annuity is their early 60s, with the majority of annuities purchased by individuals between ages 55–70. According to Oxford Economics, the U.S.
September 28, 2023