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3 Ways To Leverage Your Health Equity For Better Life Insurance Rates
Sponsored Studies show that the average retiree will need $280,000 just to pay for medical expenses.
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Do You Need Life Insurance in Retirement?
life insurance One form of life insurance that may be worth investigating for its tax advantages and estate benefits is an indexed universal life policy.
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Something BIG Could Be Missing from Your Retirement Plan
Long-Term Care Insurance About 70% of people who reach age 65 could potentially need long-term care at some point in their lives, and it can easily cost $100,000 a year. You need a plan in place, just in case. Here are seven ways to pay for it.
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What NOT to Do During Open Enrollment Time
retirement Many employees just automatically pick the same benefits options year after year with little to no thought. That's a mistake. Instead, here are some points you really should consider for your own financial well-being.
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A Financial Planner's Guide to Open Enrollment
Employee Benefits As you read up on your health insurance, life insurance and other options for 2019, here are five tips to help get the most out of your workplace benefits.
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Time to Reassess Your Life Insurance After Tax Reform
retirement The new tax law is prompting policyholders to review their life insurance to see if the coverage still makes sense.
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Myth: Life Insurance is NOT Taxable
insurance The reality is that life insurance is treated as an asset in your estate. And if the payout pushes your estate past federal or state estate tax exclusion limits, it could trigger a hefty estate tax bill. If this is a concern, you may want to consider an irrevocable life insurance trust.
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New Tax Rates Could Provide Push to Help Defuse Your 'Tax Time Bomb'
taxes If 401(k)s and IRAs make up the majority of your retirement savings, with today's lower tax rates, it could make sense to steer more of your money into Roth accounts or properly structured and funded life insurance policies.
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Why I Love My Whole Life Insurance Policy
life insurance While they may not be for everyone, I feel like buying a whole life policy was one of the best financial planning decisions I ever made.
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