Insurance

The SECURE Act of 2019 Promotes Lifetime Income Stream Planning

The Setting Every Community Up Retirement Enhancement (SECURE) Act of 2019 was passed in December 2019. In an era of…

4 years ago

Fiduciaries and Due Diligence

Many people don’t have a comprehensive understanding of the role and responsibility of a fiduciary. Hopefully, this post will bring…

4 years ago

Taking Calculated Steps Towards Retirement

Retirement doesn’t mark the end of a professional career but rather the beginning of an important life event. Retirement planning…

8 years ago

10 Suggestions to Avoid Retirement Planning Mistakes

Statistics show that women live longer than men, on the average 8-10 years longer and 50 percent of marriages end…

10 years ago

Phased Retirement is a Win-Win for the Employee and the Organization

Are you lurking around this site even though you are not retired yet? Or maybe your spouse is not retired…

10 years ago

Medicaid and Life Estates

Life estates have historically been used as part of Medicaid planning. A life estate can be described as a form…

10 years ago

How Old Are You? Dates to Remember

There are some important milestones to remember as you age especially the ones related to Social Security, Retirement Savings and…

10 years ago

Things you may not know about Long Term Care

A friend of mine suggested that I look into long term care and consider buying a policy now since it…

11 years ago

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