Annuity Traps Part 1: Living Benefits
Learn about different types of annuities and understand how they can become a valuable component of your retirement plan.
Are You Due to Reevaluate and Switch Your Car Insurance?
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.
Life Insurance
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.
Long-Term Care and the Insurance Need
Curious about long-term care insurance and if it is worth it? In this blog post, we answer common questions about long-term care insurance.
Should your spouse be your life insurance beneficiary?
A spouse may not be the best beneficiary for your life insurance policy
Could You Be Obligated To Pay a Parent’s Nursing Home Bills?
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…
What It Means When Your Account Is “Insured”
Deposit insurance depends a lot on what kind of account you have and what is actually held inside the account. You should understand how accounts are insured before you make a deposit.…
Not All Annuities Are Bad
The high internal cost of annuities may be worth the price to fearful investors who may panic during a bear market.
Tips for Reviewing Your Life Insurance Needs
The beginning of a new year is the time we all look for a fresh start. That’s why we make resolutions in hope our fresh start will carry through all year long.…
Do You Need Long Term Care Insurance?
A majority of people will need some form of living assistance, or long-term care, in their later years. Learn how to financially prepare for this stage of life and review available options.