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12 Questions Retirees Often Get Wrong About Taxes in Retirement
retirement You worked hard to build your retirement nest egg. But do you know how to minimize taxes on your savings?
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Want More Tax-Free Retirement Income? One Man’s Whole Life Decision
life insurance Whole life insurance might not be something that’s on your retirement planning radar, but for this client, here’s how it served his need to control taxes, allow for income and provide a death benefit to his daughters.
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Is Your Cash Value Life Insurance Policy Still a Good Fit for You?
life insurance Over the years, you could have grown out of it. Or maybe your life insurance policy’s performance didn’t live up to your expectations. In any case, you have options, so here’s how to make the most of this valuable asset.
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What to Do with Cash in a Low Interest Rate Environment
life insurance Safe places to stash cash are earning next to nothing, so what can you do? Dividend-paying whole life insurance may be one option to consider.
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Reasons to Own Life Insurance in Every Decade of Your Life
life insurance With competing financial priorities throughout your lifetime, it could be easy to overlook life insurance, especially in your younger years. But life insurance is a vital tool in your lifelong financial wellness journey.
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How to Find the Right Life Insurance Policy for You
life insurance Policygenius.com CEO and co-founder Jennifer Fitzgerald joins our Your Money's Worth podcast to offer advice on choosing a life insurance policy. Also, our hosts Sandy Block and Ryan Ermey discuss pandemic-related fees and changes to the Dow Jones Industrial Average.
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Why You Might Still Need Life Insurance in Your 50s and 60s
life insurance Thought you were past all that by this age? Well, if you have a mortgage that would be tough for your spouse to pay off or grown children you are supporting long term, you might be a candidate for life insurance.
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Whole Life Insurance … Love It or Leave It?
life insurance Low interest rates can be bad news for these types of policies. Here are 3 reasons why now is a good time to review your policy with an in-force illustration from the carrier.
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Pass Along Life Lessons With an Ethical Will
retirement Create a legacy letter to communicate values, experiences and life lessons to your family.
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