Jun 28, 2023 | Insurance, Investing, Saving Money
Weekly Update – 6/28/23 Whether you’ve learned about annuities before or it’s your first time hearing about them, it’s important to first understand the basic concept and one of its simplest forms. In general, an annuity is a financial product that provides a steady...
Jun 21, 2023 | Retirement Planning, Saving Money, Taxes
Weekly Update – 6/21/23 Annuities can be an excellent addition to your financial and retirement portfolio, but it’s essential to determine whether they’re the right fit for you and your financial goals. Here are some ways to know if annuities are right for...
May 31, 2023 | Estate Planning, Retirement Planning, Saving Money, Taxes
Weekly Update – 5/31/23 Retirement is a major milestone in the life of every individual, and it is no different for high-net-worth individuals. If you’re one of these individuals, you may think that being comfortable means you can worry less about retirement planning....
May 11, 2023 | Long-term Care, Retirement Planning, Saving Money
Are you unsure of how much money you will need in retirement? This is a very common concern for Americans as they approach retirement age. Here are some tips on how to begin estimating your needs in the future and how to increase the longevity of your savings....
May 10, 2023 | Finances, Investing, Saving Money
Weekly Update – 5/10/23 One investment and income strategy that can be useful when it comes to setting yourself up for retirement is one involving dividends. Dividends are regular payouts to shareholders based on the profits of the company. If you own some stock in a...
Apr 26, 2023 | Finances, Retirement Planning, Saving Money, Uncategorized
Weekly Update – 4/26/23 The concept of financial literacy refers to knowing the basics of financial concepts to make smart decisions. Specifically, financial literacy can help prevent costly mistakes that could derail your life plans, prepare you for emergencies, help...
