An annuity creates an income stream while also incurring costs within the plan. We’ll evaluate the pros and cons.
You’ve brought in a regular income and made wise investments throughout your life. Now you’re facing the transition from generating income to drawing down your savings.
As an investor, you do not need to worry if you’re covered—if you have your investments through a SIPC member brokerage firm, coverage is automatic.
After a large increase in Medicare Part B premiums for 2022, the cost is now dropping. We’ll look at a surprising reason why.
Wondering whether to make changes to your Medicare coverage? Here’s what to consider as we head into open enrollment (October 15 to December 7).
Determining whether you need life insurance in retirement can get complicated—and it depends on your unique situation. Let these questions guide you.
Immediate fixed-income annuities are often sold quoting an interest rate that is not available in certificates of deposit or bonds. Generally, the interest rate quoted far exceeds more traditional fixed-income products and is quite a lure to investors.
An investment option you may not have considered.
While annuities can be an important way to build wealth, many individuals don’t realize how complicated these insurance products can be. In this article, we’ll walk you through what you need to know about annuity contracts and the five-year-rule.
Learn about different types of annuities and understand how they can become a valuable component of your retirement plan.
With interest rates at a historic low, retirees should carefully consider their pension distribution options.
Many advisers recommend shopping your automobile policy every two to three years. There are many factors that could have changed since you began insuring through your current carrier.
Are you retired or planning to retire soon? Do you still own a life insurance policy? We’ll give you some life insurance pointers on this edition of Project Wealth.
Pennsylvania’s Superior Court ruled in Savoy v. Savoy that an indigent mother could sue her adult son to pay her overdue nursing home bills. The case was decided in 1994…
The American Taxpayer Relief Act of 2012 (ATRA12) prevented higher taxes for many taxpayers but those in the top two tax brackets will experience an increase in taxes in 2013…
The mechanics of doing so are tricky.