Two New Laws: What You Need to Know

Amidst all the chaos going on recently, it has been more important than usual to stay on top of your retirement and financial goals. The government has recently passed 2 laws that may impact your retirement plan. Let’s take a look at how the SECURE Act and the CARES Act may impact you.  Disclaimer: Content [...]

By |2020-05-22T22:29:20+00:00May 22nd, 2020|In The News|0 Comments

Using Annuities to Retire With Confidence – Published March, 2020

Teaser text: Retiring is often fantasized as a time to relax, travel, and spend time with loved ones. However, more and more Americans are discovering that it can be an uncertain, and worrisome time in their lives. Disclaimer: Content in this material is for general information only and is not intended to provide specific advice [...]

By |2020-07-13T15:15:24+00:00May 15th, 2020|In The News|0 Comments

Do You Need Life Insurance in Retirement? – Published January, 2018

One form of life insurance that may be worth investigating for its tax advantages and estate benefits is an indexed universal life policy.  Disclaimer: Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult [...]

By |2020-07-13T15:15:11+00:00May 13th, 2020|In The News|0 Comments

Is the ‘Buy-And-Hold’ Strategy Still Alive and Well? – Published December, 2017

 It’s a rule that investors have stood by forever. But if you’re near retirement, it might not be right for you now. And the “4% rule”? It may be time to rethink that one, too!  Disclaimer: Content in this material is for general information only and is not intended to provide specific advice or recommendations [...]

By |2020-05-12T18:36:07+00:00May 12th, 2020|In The News|0 Comments
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