Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
How much life insurance would you need to produce a sufficient income stream for your family?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
How much would your monthly lease payment be?