Estate Planning

Estate planning is no small feat; in fact, for most individuals, it’s an ongoing process. Even with the guidance of a team of financial and tax advisors, estate planning experts, […]

“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 […]

“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 […]

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, there [...]

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 […]

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 […]

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, […]

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 […]

Retirement planning funds have become increasingly accessible, with most employers now offering top-tier 401(k) plans that include multiple investment options and contribution matching. [...]

How great would it be to get a call saying that Aunt Sara, who you haven’t spoken to in 20 years, just left you a $1 million inheritance? I’m sure […]