Bonus Senior Tax Deduction
Because it’s tax time, our clients have been asking questions about how taxpayers ages 65 and older can make the […]
Comparison
It is not surprising that people tend to compare their financial situation during retirement to others, because money is highly
Joint and Why Not?
We’ve received some questions lately regarding joint ownership of an annuity, and why it can’t be done in qualified accounts.
Not Surprising
It is not surprising that the thought of retiring is overwhelming to many due to major life shifts. This could
It’s That Time of Year
Since January is a popular month for email scams, here are some tips to help avoid them and keep the
Preparing for the Future
Some clients have asked us what the difference is between having a life insurance policy that benefits their family, and
Health, Wealth, and Unexpected Expenses
Health is often one of the top concerns for those nearing or in retirement—not just because it affects their independence
Monte Carlo Simulation
Have you heard this phrase before? It is an interesting one often used when simulations are run with hundreds of
Choice and Chance
There is no one “ideal retirement.” But there are many ways to have a happy retirement if you have reflected