Life-insurance

Latest

Pass Along Life Lessons With an Ethical Will

retirement Create a legacy letter to communicate values, experiences and life lessons to your family.

retirement

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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.

  By Sandra Block Published 6 May 20

  savings
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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.

  By Janet Kidd Stewart Published 29 April 20

  retirement
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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.

  By Rachel L. Sheedy Published 3 March 20

  retirement
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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.

  By Michael Aloi, CFP® Published 11 February 20

  insurance
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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.

  By Jamie P. Hopkins, Esq., CFP, RICP Published 31 December 19

  IRAs
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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.

  By MIchael Jankowski, Investment Adviser Representative Published 28 October 19

  taxes
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  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.

  By Brian G. Madgett, CLU®, ChFC® Published 25 October 19

  retirement
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  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.

  By Ken Nuss Published 22 October 19

  retirement
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  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.

  By Carlos Dias Jr., Wealth Adviser Published 27 September 19

  Long-Term Care Insurance