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13 Financial Moves to Make After Losing a Spouse
retirement Nothing upends your world like the death of a spouse, leaving you at a loss for what to do next.
retirement -
Alternate Strategies for Stretch IRA
retirement There are still moves that IRA owners can make to help ease the transfer of their legacy to their chosen beneficiaries and save some money from the taxman.
retirement -
3 Ways to Claim a Life Insurance Benefit: Which Is Right for You?
insurance When you are due a life insurance death benefit, a lump sum payment isn't your only option. There are typically three main ways to take your benefit, and each has its own pros and cons.
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Pros, Cons and Possible Disasters after SECURE Act
IRAs Sweeping retirement changes were just signed into law that bring both positives (for savers) and potentially disastrous consequences (for heirs). Here are five important things everyone should do right now.
IRAs -
Worried about Estate Taxes? One Strategy to Try
taxes If your heirs might face a big estate tax bill one day, an irrevocable life insurance trust could help protect your legacy.
taxes -
Learn from My Best and Worst Financial Decisions
retirement It's normal to have financial regrets. I know I do, and I don't mind sharing. Use them as a growing opportunity. And make sure to celebrate your successes along the way, too.
retirement -
Annuity Exchanges, Full or Partial, Boost Flexibility without Creating Taxes
retirement 1035 exchanges let you trade up for a better annuity or trade in unneeded life insurance.
retirement -
What to Know Before Purchasing a Long-Term Care Rider
Long-Term Care Insurance Do you know the difference between a long-term care rider and chronic illness rider? Section 7702B and Section 101(g)? If you're contemplating a life insurance policy or annuity with a long-term care rider, make sure to understand the key terms.
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Life Insurance: Beyond Just Estate Planning
estate planning When it comes to life insurance, many folks don't think they need it, if they consider it at all. In fact, it's a versatile financial tool that can help to build financial wellness now and for the future.
estate planning
