News
Weekly guidance to help you make informed decisions about your financial future.
annuities
Dependable, and Not Just For Retirement
A fixed index annuity can provide a dependable stream of income, which becomes especially valuable after a divorce when household finances are often disrupted. It ...
Read More →
Retirement
The Last Thing
The last thing you need to worry about when you retire is losing your sense of purpose. Staying mentally and socially engaged matters more than ...
Read More →
Retirement
Staggered Retirement
Staggered retirements are more common than you might think, especially when couples are different ages. A two-phase retirement can affect both you when it comes ...
Read More →
Retirement
The Trifecta
If you are mulling over in your mind your list of tangible assets, savings accounts, and creating your will, you may be trying to determine ...
Read More →
Taxes
Taxes On Social Security
Our Clients have come to us asking why they are paying taxes on their Social Security income when they thought it would be tax-free. It ...
Read More →