life insurance
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Decode Annuities to Find the Best Fit
retirement A stream of guaranteed income from an annuity can provide peace of mind that essential expenses will be covered if you live well into your eighties or nineties.
By Rachel L. Sheedy Published
retirement -
6 Strategies to Build Portfolio Diversity
investing Investors need to cover their bases with a good variety of financial vehicles that reach beyond the old stock-and-bond game.
By Eric Fritts, Chartered Financial Consultant CHFC® Published
investing -
5 Mistakes to Avoid in Retirement
Financial Planning From taking too much risk to ignoring taxes and inflation, future retirees have a lot of potholes to dodge.
By Josh Leonard, Investment Adviser Published
Financial Planning -
Rethink These 3 Financial Strategies Every Decade (or sooner!)
Financial Planning Big financial decisions should never be set in stone. You need to rethink these three plans you made years ago because you could be in a very different place now.
By Lisa Brown, CFP®, CIMA® Published
Financial Planning -
4 Tax-Free Income Sources to Supplement Retirement
retirement Choosing your investments with taxes in mind is a smart strategy as you approach retirement. Here are four income-generating possibilities that won’t trigger big tax bills.
By Carlos Dias Jr., Wealth Adviser Published
retirement -
When Long-Term-Care Policies Kick In
Long-Term Care Insurance Most policies pay when you need help with two of six activities of daily living or you are cognitively impaired. And most have a waiting period of 60 or 90 days.
By Kimberly Lankford Published
Long-Term Care Insurance -
How to Speed Up a Life Insurance Payout
insurance If you have the policy and death certificate when you file a claim, it may take as few as five business days to receive a check.
By Kimberly Lankford Published
insurance -
Careful Buying Life Insurance as Fiduciary Rule Takes Effect
insurance The regulatory winds are changing, and many investment pros have been changing their business models as a result. That could mean recommending life insurance for your retirement plan. But does it make sense for you?
By Ash Toumayants, Investment Adviser Rep Published
insurance -
Do You Have a Plan in Place for Long-Term Care?
Long-Term Care Insurance Chances are, you’re going to need it someday, and luckily there are several options, including annuities and life insurance with an acceleration of the death benefit, designed to help.
By Charles Ragonese, Investment Adviser Representative Published
Long-Term Care Insurance