Each day we post tips, articles, videos and infographics aboutÂ
Choose your favorite social media platform and follow us:
Facebook:
³¢¾±²Ô°ì±ð»å±õ²Ô:Ìý
±õ²Ô²õ³Ù²¹²µ°ù²¹³¾:Ìý
°Õ·É¾±³Ù³Ù±ð°ù:Ìý
Retirement Planning
Staying aware of current regulations set by the Social Security Administration can help retirees receive the full benefits they deserve.
Retirement Planning
Women and other minorities can optimize their strategies for claiming Social Security retirement benefits by keeping a few key ideas in mind.
Retirement Planning
Many people underestimate the importance of financial security in building an emotionally fulfilling retirement.
Retirement Planning / Family
The tax-deferred growth potential of an annuity can boost your savings for the future.
Retirement Planning / Family
Your retirement strategy should begin with a tax-advantaged retirement account, but it doesn't have to end there. Supplementing your 401(k) or IRA with cash value life insurance can help give you greater financial flexibility during your lifetime while providing protection to your loved ones.
Family / Estate Planning
An estate plan with an Irrevocable Life Insurance Trust may help reduce estate taxes and ensure equitable distribution of a blended family’s assets.
Family / Estate Planning
A plan that includes life insurance can help provide liquidity and equality in a family business succession.
Home / Estate Planning
A life insurance trust can help provide flexibility and protection for the future.
Family / Estate Planning
Life insurance can help maximize wealth transfer for unmarried couples.
Family / Estate Planning
As you develop or update an estate plan, considering the following ways life insurance can help address your needs.
Career And Business
Weigh your choices before deciding where—or whether—to move your retirement savings when you switch employers.
Retirement Planning
If you’re concerned about saving enough for retirement, a protected source of income can help put your mind at ease.
Retirement Planning / Home
Start building your nest egg early to prepare for the unexpected.
Retirement Planning / Family
An annuity with a predetermined beneficiary payout option can offer greater control without a trust.
Retirement Planning
Qualified charitable distributions can help with tax savings and at the same time give to charity during retirement.
Retirement Planning
Understanding the difference between a traditional and Roth IRA can go a long way in planning your retirement savings strategy.
Estate Planning / Family
Take these steps to help your loved ones prepare financially in the event the worst happens to you.
Career And Business / Family
A well-designed charitable remainder trust can help lower taxes and aid in financial planning.
Retirement Planning
The good news: Retirees are living longer. The bad news: That may mean retirees will have to fund more years of retirement.
Retirement Planning
Annuities offer another way to put a floor under your retirement income, providing an retirement income stream in exchange for an initial investment. Immediate annuities begin issuing payments soon after you make your investment, while deferred annuities are invested for a period of time before you start taking withdrawals. You can also choose between fixed (-rate) and variable annuities. Fixed annuities earn a guaranteed interest rate over time, while variable annuities are tied to the performance of an investment portfolio. Both provide monthly income for life and protection for your loved ones through a death benefit.
Estate Planning / Family
Creating a detailed succession plan is paramount for a smooth and profitable transition.
Family / Retirement Planning
There are ways to ease the burden of this high-stress juggling act.
Retirement Planning
Keys to Optimizing Social Security Income.
Home
The new tax law will alter many decisions you may have to make when filing your 2018 taxes.
Retirement Planning
Methodically placing assets in several baskets isn’t as thrilling, but helps you invest responsibly.
Estate Planning / Family
Taking a proactive approach to passing on your assets can help bring peace of mind to you and your family.
Retirement Planning / Home
When searching for the right financial professional for you, start with these 7 questions.
Retirement Planning / Family
Life insurance isn’t only for your survivors: Find out how to use its cash value during your lifetime.
Retirement Planning
Strategies to help make sure your retirement savings last for life.
Retirement Planning / Family
Make sure your retirement plan is still on track.
Family / Home
The loss of a significant other can offer an opportunity to learn about financial empowerment.
Retirement Planning
Worried investors would do well to remember that historically, markets recover after a downturn.
Family / Home
A life insurance policy isn’t as expensive as you think.
Family / Home
A yearly financial review is a good way to stay fiscally healthy.
Retirement Planning / Family
Choose the right annuity plan that aligns with your financial goals.
Family / Home
Don’t let these common misconceptions prevent you from giving your family the protection they deserve.
Healthcare / Family
Trying to anticipate what you’ll spend on healthcare in retirement can seem daunting, but estimates can help you start preparing for the future.
Family / Home
Achieving better work-life balance now can help position you for a more fulfilling future.
Family / Estate Planning
These four steps can help you choose the best protection for you and your family.
Retirement Planning / Family
You’ve worked hard to build your retirement savings. Now, make sure your money lasts by considering strategies to lower taxes.
Home / Family
Learn about basic concepts regarding financial literacy: budgeting, saving, debt/spending, and financial management.
Retirement Planning / Family
A financial plan can help you meet your needs today and reach your long-term goals.
Family / Home
Build a stronger financial foundation with these four steps.
Family / Home
Tips for families with many generations living together so everyone stays financially healthy.
Family / Estate Planning
Having an estate plan is essential to maintaining your family’s financial security.
Retirement Planning / Family
Build your wealth by incorporating these strategies into your financial plan.
Career And Business
The key to attracting top talent goes beyond trendy perks.
Retirement Planning / Family
These key factors can help you figure out your life insurance sweet spot.
Retirement Planning / Family
How to reduce anxiety and bolster your retirement with reliable protected income.
Retirement Planning / Family
Three important questions to ask before you reach retirement age.
Retirement Planning / Family
Following these steps can help you save enough money to make your retirement dreams come true.
Home / Estate Planning
Adding these two financial products could help you achieve your estate planning goals more efficiently.
Family / Estate Planning
Five reasons to consider permanent life insurance for transferring wealth to children or grandchildren.
Family / Home
If you’re in the market for life insurance protection, don’t overlook permanent life policies.
Career And Business / Family
Life insurance for an employee your business can’t live without
Retirement Planning / Family
Retirement loneliness is not only a social issue but also an economic burden that impacts healthcare costs, social care, productivity, insurance, and social welfare systems.
