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Tax Planning Strategies Amid the Covid-19 Pandemic and 2020 Election

Taxes | retirement Planning | Annuity quote
These are just some of the tax-saving strategies that you can use to lower your tax bill.

A lot has happened in 2020, from the novel coronavirus and its effects on the economy to Congress adding trillions to the...

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How an Annuity with an Income Rider Can Help You

Annuity | Annuity Quote
The income rider ensures that you will receive an income stream that is contractually guaranteed for the rest of your life.

The modern financial landscape for today's retirees is quite different from that of prior generations. Corporate pensions are disappearing, and...

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The Great Debate Continues: Active vs. Passive

Retirement Planning | Annuity Quote
Do you prefer the approach taken by index funds or the strategy behind active management?

Whether it’s sports, music, or politics, life holds any number of “great debates”– debates that never seem to reach a conclusion. In investments, that great...

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Understand Universal Life Insurance

Retirement | IUL | Indexed Universal Life Insurance
There are a few common types of universal life insurance policies and it’s crucial to understand what you’re buying.

If you’re in the market for life insurance, there are plenty of options available. And if you’re looking for a...

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A Living Trust Primer

A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives.

What is a living trust?

A living trust is created while you are alive and funded with the assets you choose to transfer...

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Worried about Taxes Increasing? Here's a Solution.

Save on taxes | IUL | Indexed Universal Life Insurance
What’s the point in growing a tax-free account if the government can take it all back in the future with higher taxes?

In the past, we’ve talked about planning for retirement. But now I want to ask...

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Mutual Funds vs. ETFs

Investing | Financial Advice
Determining whether an ETF or a mutual fund is appropriate for your portfolio may require an in-depth knowledge of how both investments operate.

The growth of exchange-traded funds (ETFs) has been explosive. In 1998, there were only 29; at the end...

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3 Ways Life Insurance Can Help Maximize Your Retirement

Life Insurance Quotes | 401k Rollovers | ROTH IRA Conversions
Having a policy to draw from can take the pressure off investment accounts if the market is sluggish, giving them time to rebound.

If you’re one of the millions of Americans who owns a permanent...

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A House Divided

Financial Advice | Divorce
Dividing assets may sound simple but it can be quite complex.

The latest research suggests that divorce rates in the U.S. have been falling in recent decades. Still, many people face the difficult crossroads that comes when their marriage ends.1

Getting a divorce is...

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COVID-19 Is Prompting Families to Rethink Their Finances

Life Insurance | Financial Advice
It’s important to remember that any amount of life insurance is better than none at all⁠.
COVID-19 has led families to cancel travel plans, get (semi!) comfortable with homeschooling kids and deal with all kinds of other inconveniences.

As if that weren’t...

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