Latest
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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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9 Ways to Raise Cash Quickly
savings The $2 trillion coronavirus stimulus package is providing a $1,200 check for millions of Americans.
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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.
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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.
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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.
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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.
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