Estate Planning
How can you take care of your spouse just in case something happens to you?
We hope you found this video useful. We strive to keep you abreast of the most important financial planning topics. Please contact us with your retirement planning questions. Get a…
Read MoreWhy You Need to Name Your Beneficiaries
Life insurance and annuities can bring protection and retirement income that help people meet their financial needs and goals. When you buy these items, you get the opportunity to name…
Read MoreLife insurance and an estate plan may not always mix well
A life insurance policy can be an important part of an estate plan. The tax benefits are twofold: The policy can provide a source of wealth for your family income-tax-free,…
Read MoreAcquaint yourself with the Roth IRA as an estate planning tool
A Roth IRA can be a valuable estate planning tool, offering the opportunity for tax-free growth as long as it exists and requiring no distributions during your life, thus allowing…
Read MoreDirect tuition payments benefit your grandchild and your estate plan
Grandparents often want to play a role in financing their grandchildren’s education. If you’re one of them, it’s important to consider the impact that different financing options will have on…
Read MoreVacation homes should keep families together, not tear them apart
A shared family vacation home can be a great place for family bonding. And a little estate planning can go a long way toward avoiding conflict and keeping the home…
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