Estate Planning

Estate planning is a crucial aspect of financial planning that many individuals tend to overlook. The primary goal of estate planning is to ensure that your assets are handled in the manner you [...]

A special needs trust is a legal arrangement designed to provide financial assets for a disabled child’s future care and well-being, while also maintaining the child’s eligibility for government [...]

Estate planning is a crucial aspect of financial planning that is often overlooked. Planning for the distribution of your assets after your death is crucial to ensure that your loved ones are [...]

As many people approach retirement, they may wonder how to access the equity in their homes to provide additional income in their golden years. One option that is often discussed is a reverse [...]

In today’s rapidly changing economic landscape, individuals constantly seek ways to secure their financial future and build wealth. One popular strategy that has gained significant attention in [...]

Are you searching for life insurance coverage that combines the flexibility of universal life insurance with the potential for higher growth in a cash-value account? Indexed Universal Life [...]

Finding new ways to save money on almost anything you buy is like getting a raise. Maybe it’s even better. When you save twenty dollars on a coat, you get to keep the whole twenty dollars. You [...]

Even though planning your estate isn’t an enjoyable job, it’s necessary so that you can efficiently and successfully transfer all of your assets to those you leave behind.  With careful planning, [...]

Buying insurance needs to be clearer, and if you have typed variable term life insurance into your search engine, you may need clarification than when you started. Term life insurance is one [...]

I have a friend who insists on carrying her Social Security card in her wallet. I have (repeatedly) tried to warn her of the dangers of that practice, and I have explained to her that the Social [...]