Long-Term Care and the Insurance Need
A study conducted by the US Department of Health and Human Services estimates that 70% of adults who reach age 65 will need some type of long-term care services before they die.
Understanding Charitable Gift Annuities
An investment option you may not have considered.
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.
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…
