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Roth IRA vs. Life Insurance

Retirement Planning | Taxes
It’s important to understand the differences between a Roth IRA and life insurance.

In a few ways, a Roth IRA and life insurance share some similarities. They both receive tax-advantaged treatment in the IRS code. They enable efficient wealth transfers...

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Estate Management Checklist

Retirement Planning | Estate Management | Wills
Certain financial documents can outline your financial wishes.

Do you have a will?

A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for...

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Insuring Your Business Against Cyber Liability

Small Business Owner Retirement
As obvious and simple as these precautions may sound, some businesses fall victim to cyber-attacks because of their failure to take them.

One study found that 43% of cyber attacks target small business, and 60% of small companies go out of business...

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How Living Benefits Can Help You in Retirement

Taxes | retirement Planning
Failure to diversify tax liabilities at retirement may negatively impact retirement income.

Many people know about life insurance and how it may give financial protection. What about using life insurance in retirement? Just look online, and you will find all sorts of...

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Rebalancing Your Portfolio

Investing | Financial Advice
When deciding how to allocate investments, many start by taking into account their time horizon, risk tolerance, and specific goals.

Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach?


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Learn IRA Withdrawals that Escape the 10% Tax Penalty

IRA | Save on Income Taxes
Outlined below are the circumstances under which individuals may withdraw from an IRA prior to age 59½, without a tax penalty.

The reason withdrawals from an Traditional Individual Retirement Account (IRA) prior to age 59½ are generally subject to...

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The Cost of Procrastination

Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops.

“Are you aware the registration on your car has expired?”

You’ve experienced one of...

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How Can Guarantees Help You in Your Retirement Plan?

Annuity Quote | Safer Alternatives to the Stock Market
Safer alternatives to the stock market.

Annuities can bring more stability and certainty to a retirement portfolio. But how do you know you are getting a good deal for your money?

The biggest advantage that annuities can...

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Investing for Impact

Financial Advice | Investing
No matter how you decide to structure your investments, don’t forget it's always a smart move to speak with your financial professional before making a major change.

Many investors are looking to build a portfolio that reflects their socially responsible values, while...

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What to Look for in Personal Finance Apps

Financial Advice | Money
Using an app to help with your personal finances may be a great first step in becoming a better money manager.

Mobile applications have become ubiquitous. While many of these apps are games and social media platforms, an increasing number have been...

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