Since January is a popular month for email scams, here are some tips to help avoid them and keep the good times going all year long. Call us if you’d like more tips on how to avoid getting caught in a scam; we’re always here to help.
It’s That Time of Year Read More »
Some clients have asked us what the difference is between having a life insurance policy that benefits their family, and having an annuity policy that has beneficiaries connected to it, in addition to the annuity having a specific death benefit feature. And that’s a good question, because it addresses the differences between each situation, even
Preparing for the Future Read More »
Managing uncertainty is one of the most difficult aspects of developing a retirement plan. Markets fluctuate, tax laws change, healthcare costs rise unexpectedly, and, perhaps most importantly, no one knows how long they will live. However, we believe that calculating longevity—the number of years a person can live in retirement—is one of the most important