Wealth-management
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Five Things I Wish I’d Known Before I Retired
Not only can these insights save you a boatload of stress later in life, but they can help ensure that you have a happy retirement.
By Pam Krueger Last updated
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With Fixed Indexed Annuities, Zero Is Your Hero
Fixed indexed annuities are retirement tools that can offer potential growth as well as principal protection by limiting market risk. Here's how they work.
By Zachary Steinhandler, Investment Advisor Representative Published
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Before Buying Your First Home, Get These Three Ducks in a Row
With mortgage rates higher than we're used to, making sure you can comfortably afford to buy your first home is more important than ever.
By David W. Johnston, CFP® Published
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Smart Ways to Manage an Inheritance
inheritance How you handle an inheritance is key. A bequest could change your life, but don’t quit your day job.
By Sandra Block Last updated
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Fixed Index Annuities as Retirement Tools: Pros and Cons
With so many fixed index annuity products available, each with its own contract terms and varying rates, it's crucial to invest in an FIA that fits your retirement plan.
By Cliff Ambrose, FRC℠, CAS® Last updated
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From Trusts to Taxes: Is Your Estate Plan Ready?
Leaving a legacy can't be left up to chance. You need an estate plan that takes advantage of all the tools available, including possibly an irrevocable trust.
By Brian C. Large, CLTC Published
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Three Key Items to Evaluate When Choosing a 721 Exchange
A REIT's debt levels, interest rate issues and financial performance are important factors when deciding which DST with a 721 exchange exit strategy to invest in.
By Dwight Kay Published
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Don’t Let Sequence of Returns Risk Cook Your Goose
Adjusting your portfolio to minimize the sequence of returns risk could help your money last well into retirement and beyond.
By Ted Thatcher, Investment Adviser Last updated
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Choosing a Corporate Trustee: The Pros and Cons
The impartiality and dependability of a corporate trustee are key benefits, but some of the disadvantages could be deal-breakers.
By Christopher F. Tate, J.D. Published