News & Updates

A Sudden Influx of Cash?

Annuities are one way to leverage a sudden influx of cash that may or may not have been expected, such as a bonus, inheritance, or sale of a small asset you had never factored into

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Retirement With $5 Million

There was a recent report from the Employee Benefit Research Institute on an analysis of retirement accounts using the 2018 Survey of Consumer Finances. According to the analysis, a $5 million retirement nest egg puts

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New Law For 2024

If you own a small business or family office you could be required to report ownership details to the federal government… or face stiff penalties and possible jail time. The Corporate Transparency Act went into

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Estate Planning

We all know that complex estates require sophisticated estate planning. If you have a large estate or own a business, only a qualified estate-planning attorney will have the knowledge and expertise to tailor to your

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Gifts That Keep Giving

The younger a child is when you contribute to their 529 plan, the longer the account has to potentially benefit from compound growth. In 2023, individuals can contribute up to $17,000 per year (and couples

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Pre or Post-Retirement? 

Most of us think of life insurance as a way to help the people who depend on us financially, or even just to help pay the debts we may have left for our end-of-life care,

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Types of Annuities: A Rundown

We’ve been asked what a variable annuity and a fixed annuity are. What are the differences between them? Essentially:  A variable annuity’s value is based on the performance of a portfolio of sub-accounts; it offers

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Don’t Take the Bait

In 2022, social media-based scams cost Americans a total of $1.23 billion, a 54% increase since 2021, according to the Federal Trade Commission.  Typically, these sorts of scams start with someone claiming to be a

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Paying For Medicare

Friends and colleagues who are approaching 65 are beginning to ask about Medicare benefits. Not just how to sign up, but what to select from among the various choices. The good news is, 94% of

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