Publications, Insights & News
Retirement
Comparison
It is not surprising that people tend to compare their financial situation during retirement to others, because money is highly visible in life: through homes, ...
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RMDs
Timing
When you withdraw your first RMD may impact your taxes. You may wonder how that can happen, and with tax season approaching, we thought it ...
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Annuities
Joint and Why Not?
We’ve received some questions lately regarding joint ownership of an annuity, and why it can’t be done in qualified accounts. Joint ownership of an annuity ...
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Retirement
Not Surprising
It is not surprising that the thought of retiring is overwhelming to many due to major life shifts. This could include financial uncertainty, loss of ...
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Uncategorized
It’s That Time of Year
Since January is a popular month for email scams, here are some tips to help avoid them and keep the good times going all year ...
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Annuities
Preparing for the Future
Some clients have asked us what the difference is between having a life insurance policy that benefits their family, and having an annuity policy that ...
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