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What is a 1035 Exchange?

July 16, 2018

Do you have a current annuity or cash value insurance policy that is under performing or is not meeting your needs? Did you buy it years ago when life policies had no living benefits or annuities were limited to low fixed interest earnings? If you are on the lookout for a new policy, a 1035…

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Where are Equity Markets Headed? A Roundup from the Experts

July 12, 2018

It seems equity market instability is taking over financial headlines again. With a trade war taking shape between the U.S. and a good portion of the rest of the industrialized world, analysts are once again reaching for—if not yet raising—their red flags. Market Watch recently featured this eyebrow-raising headline: “The Dow and S&P 500 are 10 trading days…

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5 Ways Annuities Can Protect You From Uncertainty of Stocks

July 3, 2018

As market volatility resurfaces, alternative retirement planning tools that eliminate risk with predictable, stable returns are gaining interest. Check out this Newsmax Article: 5 Ways Annuities Can Protect You From Uncertainty of Stocks | Newsmax.com  

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IRS Announces 2019 Health Savings Account Limits

May 10, 2018

Ashlea Ebeling Forbes Staff The Internal Revenue Service announced new, higher contribution limits for health savings accounts for 2019 today, the same day a group of retirement experts debated the role of HSAs at the Employee Benefit Research Institute’s 83rd policy forum. “It’s a sad commentary that you can write a 200-page book about how these things…

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A Closer Look at Asset Based Long-Term Care

April 10, 2018

Many of us work forty years or more with the goal of retiring with the wealth necessary to enjoy our care-free golden years.  We religiously contribute to our 401(k) and Roth IRA and work with financial experts to ensure we have a solid plan to provide an income-rich future.  But the majority of us ignore…

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Year-End Financial Checklist for Smart Money Moves Before 2018

October 31, 2017

With the holidays upon us, many demands compete for our time. It can be hard to sit down and organize our financial lives as the year draws to a close. Indeed, it might appear easier to put off financial planning and review until the New Year. That being said, there are still money moves you…

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