Choosing the best annuities

Choosing the best annuities

Annuities are often a popular investment vehicle to supplement retirees’ Social Security benefits, guaranteeing a lifetime income stream. Considering that only about 35 percent of retirees have a pension, having an annuity can provide a sense of security and...
4 Strategies to reduce taxes in retirement

4 Strategies to reduce taxes in retirement

So, you’ve done all the right things to prepare for retirement and now it’s time to ensure that the right tax strategies are in place to protect those assets you’ve worked so hard for. While payouts from some retirement accounts, such as traditional IRAs, are taxable,...
Estate Planning Primer Part 3: Goals & Strategy

Estate Planning Primer Part 3: Goals & Strategy

If it’s time for you to retire or you’ve begun considering that life change, it’s very important that you develop a strategy that will meet your estate planning goals and outline how your legacy assets will be managed for your heirs. For financial planning purposes,...