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Financial Tips
We believe that knowledge is the key to making informed decisions about your financial future. Our blog is designed to provide you with a wealth of valuable insights, tips, and strategies on everything from financial planning and wealth management to taxes, estate planning, Social Security, and more.
Whether you’re preparing for retirement, navigating complex tax laws, or looking for ways to preserve your legacy, our blog serves as an invaluable resource. Each post is crafted by our team of financial professionals, ensuring you receive relevant, up-to-date information that addresses the real challenges retirees and pre-retirees face today.
Three Reasons to get a Second Opinion on Your Retirement Planning
There’s a misconception that financial advisors and investment managers are primarily there to help unsophisticated retirement savers who haven’t spent a lot of time learning about their investment options. You might be surprised to learn that financial planners and...
What Kinds of Stocks Are Known for Paying Dividends
When investors or advisors refer to dividend stocks, they’re usually referring to specific companies and shares that regularly pass a significant percentage of their profits on to stockholders. This profit sharing can be used by some retirees as income to fund their...
What Is Futures Trading?
Contract agreements and commodity deliveries for a specific date can be bought and sold on special auction markets known as futures markets. These “futures” are bought and sold at a specific price today for delivery in the future. People can make money on futures by...
What Is a Stock Buyback or a Stock Split?
Many publicly traded companies initiate stock splits or buybacks based on the market and the performance of their company’s stock. Investors who currently hold those stocks generally don’t have to take any action when a stock splits or a company engages in a stock...
How Envisioning Your Retirement Helps With Creating a Plan
What do you want from your retirement? The answer to that question should play a significant role in guiding your retirement savings decisions. Many people are homebodies, live near their children and grandchildren, aren’t huge fans of traveling and enjoy relatively...
How to Build Wealth After Retirement
Your nest egg doesn’t stop growing the second you stop working and making contributions to your 401(k) or IRA. Your wealth can continue to grow if your retirement savings and assets are wisely invested and properly managed. There are a few different tactics that will...
How to Protect Your Assets From Inflation
Wise investments with valuations that trend parallel with increasing consumer costs are the ideal way to protect your wealth from inflation. Unfortunately, your retirement savings efforts can be greatly hindered when markets or your investment portfolio is trending...
Misconceptions About Annuities
It’s a bad idea to buy a fixed immediate annuity when interest rates are low. This can be a complicated issue for some investors, but as with all things in retirement planning, your choices should primarily be dictated by your needs and goals. In an ideal world,...
What Are the Four Primary Types of Annuities?
There are many different types of annuities, but most fall under the umbrella of one of four primary categories: Immediate Fixed Annuities Deferred Fixed Annuities Immediate Variable Annuities Deferred Variable Annuities Immediate annuities, sometimes referred to as...
Ages 35, 50 and 65: How Much Should I Have Saved?
Determining how much you should have saved for retirement at different points of your life can be difficult due to income fluctuations and the inherent subjectivity of expectations and lifestyle preferences. Some people look forward to simple retirement living in...
What’s the Difference Between Life Insurance and Annuities?
Although annuities may be one part of a comprehensive retirement savings and estate plan, they’re not primarily intended to function as an alternative to life insurance. Annuities are ideal for paying you either a lump sum or a stream of income while you’re still...
What Are Annuities and How Do They Work?
Annuities are unique retirement savings tools. The basic goal of an annuity is not all that different from other retirement savings options like a 401(k) or IRA. You invest money today that you’ll be paid (often in increments) when you retire. That’s about where the...
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