Where is Your Money Taking You?
Learn how to make your money work for you. Discover tips and insights for smarter financial decisions that lead to a secure and happy retirement. Start planning for the retirement of your dreams!
Trending Categories: Retirement Planning Tax Planning Savings Strategies Investment Strategies Longevity & The Future
What Is a 1035 Exchange?
According to the most recent information available, Americans have individual life insurance with a total face value of $12.4 trillion.1 Due to a variety of factors, these individuals may find
Nov, 10 2021
Inflation & Your Money
“If the current annual inflation rate is only 1.4 percent,1 why do my bills seem like they’re 10 percent higher than last year?” Many of us ask ourselves that question, and
Nov, 10 2021
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. It provides temporary life insurance protection on a limited budget. Here’s how it works: When a policyholder buys term insurance, they
Nov, 10 2021
What to Look for in a Long-Term Care Policy
Long-Term Care coverage can be complex. Here’s a list of questions to ask that may help you better understand the costs and benefits of these policies. What types of facilities
Nov, 10 2021
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Consider Keeping Your Life Insurance When You Retire
Do you need a life insurance policy in retirement? One school of thought questions this decision. Perhaps your kids have grown and the need to help protect the household against
Nov, 10 2021
Term vs. Permanent Life Insurance
According to industry experts, most people don’t have enough life insurance. LIMRA, which keeps close tabs on the industry, recently reported that average coverage equals $163,000, which is equivalent to
Nov, 10 2021
Tax Efficiency in Retirement
Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans?
Nov, 10 2021
Traditional IRA vs. Roth IRA
Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.1 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in
Nov, 10 2021