The Amazing History of Annuities (Infographic)
From ancient Rome to the Civil War, this financial tool has a long and interesting story. Learn where annuities came from and how they’ve...
How To Manage Student Loan Debt
A review of some options for federal and private loans. Are you dealing with student loan debt? Have you explored ways to try and...
Income Matters More Than Savings in Retirement
A recent poll of pre-retirees affirms income is key to retirement. Steady income or a lump sum? Last year, financial services firm TIAA...
Congress Passed the Tax Cuts & Jobs Act
What will the near-term impact be and how will it affect you? On December 20, Congress passed the Tax Cuts & Jobs Act, sending the final...
Considering Tapping Your Retirement Funds? Resist the Temptation
Your future self will thank you. Retirement accounts are not bank accounts. Nor should they be treated as such. When retirement funds are...
1099 Workers Must Prepare for Tax Season
The little things independent contractors should do before April. Do you freelance or run a business on the side? You have a complicated...
Inherited IRA: What Beneficiaries Need to Know and Consider
At first glance, the rules surrounding inherited IRAs are complex. Here are some questions (and potential answers) to consider if you...
Considering a Roth IRA Conversion? Here's the Pros and Cons
What are the potential benefits? What are the drawbacks? If you own a traditional IRA, perhaps you have thought about converting it to a...
5 Estate Planning Mistakes to Avoid
Too many people make these common estate planning errors. 1. Many affluent professionals and business owners put estate planning on hold....
Life Insurance Matters Now and Later
Today marks the last day of life insurance awareness month so we want to emphasize why life insurance matters now and later. Besides the...
