Estate Planning

Estate planning is when you make a plan for what will happen to your money and property after you die. For example, you can decide who will get your house, or how your money will be used to help your family.

Learn more about estate planning from our financial advisors below.

September 21, 2020

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There’s a gremlin nibbling away at your wealth as fast you can accumulate it. It’s a real threat operating under a rather benign-sounding name, “opportunity cost.”- Michael Masor Opportunity cost. . .

“Some retirees find they can add 6-8 years to their retirements by moving. But there are lots of things to consider before doing so.”-Dana Trenchfield It’s common for seniors who. . .

September 16, 2020

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If you are over 50, your financial advisor, agent, or CPA has probably mentioned the need for some protection against the potentially disastrous costs of long-term care. Knowing that retirees. . .

Sparked by the current pandemic, sales of a relatively new type of annuity have seen a 38% increase over the last year, according to estimates by the Secure Retirement Institute.. . .

August 24, 2020

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While no single financial product can meet the financial needs of every retiree, annuity products have evolved to earn a respectable place in many retirees’ portfolios.– Randy Hux One of. . .

Many things in the United States are in flux right now because of the pandemic. Perhaps nowhere is the uncertainty and confusion more apparent than in the US education system.. . .

How would you like to play poker where the casino told you they would guarantee you that you will make money on every winning hand and, you would break even. . .

…If Not, It Can Be Costing You A Lot Of Money! There are so many changes going on these days. Regarding your annuity, there could be a powerful move you. . .

“Many people who carefully plan for their income needs in retirement do so based upon a fixed retirement horizon of average life expectancy and thus might give short shrift to. . .

If you are nearing retirement or already retired, are you still getting the same advice from your financial advisor? Is this the advisor you have had for the last 10,. . .

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Annuities are a safe and reliable investment. They can transform your savings into a more predictable income. Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.

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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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