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“There are only two guarantees in this life, death and taxes.” This popular saying is usually attributed to Benjamin Franklin circa the 1780’s but has certainly come into much wider use since the [...]

Do you remember the days when you could walk across the stage at your high school graduation and, the very next day, walk from local business to local business and count on finding a solid job [...]

“The market always bounces back.” “Own your age in bonds.” “Only risk what you’re willing to lose.” These are all common investment sayings you may have heard, possibly even from your own [...]

Non-qualified annuities—that is, annuities that are not part of an IRA or other tax-qualified retirement plan—can serve as a valuable component of your financial and estate plan. However, [...]

Annuities are a popular investment option, particularly for individuals who are seeking a source of consistent income. As there are many types of annuities, it is crucial to select the best [...]

Clients often approach us seeking advice on how to choose from the dozens of financial products that are available for retirement. The second half of this question is often, “…and which products [...]

Clients routinely inquire about whether their life insurance policy will bring an additional tax burden to their loved ones. In fact, how to avoid such a burden is an issue that I frequently [...]

Clients often ask me about the role of their annuities in legacy planning. There is a wide range of options available for creating an annuity, including some with death benefits, so it is [...]

Over 200 years ago, Benjamin Franklin said, “In this world, nothing can be certain except death and taxes.” Unfortunately, this is as true today as it was in 1789, with the rules governing taxes [...]