Understanding Charitable Gift Annuities
An investment option you may not have considered.
Annuity Traps Part 2: Death Benefits
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.
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.
Lump Sum or Annuity Distributions – What You Need to Know
With interest rates at a historic low, retirees should carefully consider their pension distribution options.
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.
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.…
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.…
