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Business Owners: Don’t Make These 3 Estate Planning Mistakes
Every business owner has to make an exit at some point. Some owners leave on their own terms, either through retirement or with the sale of the company. Others, though,…
Should You Choose Term or Permanent Life Insurance?
Risk is a natural part of life, especially when it comes to your financial strategy. You face a wide range of risks every day, from the possibility of a decline…
Life Insurance Underwriting 101: Answer to 3 Common Questions
Are you purchasing life insurance for the first time? If so, you may feel a little overwhelmed by the process. All insurance involves something called underwriting, which is the insurance…
How Can You Use Catch-Up Contributions to Boost Your Retirement Savings?
Approaching retirement? Worried you’re behind on your savings? There’s good news. You have a powerful tool, known as a catch-up contribution, at your disposal. As the name suggests, the catch-up…
How an Immediate Annuity Could Benefit Your Retirement
Retirement income that’s guaranteed for life can be a valuable resource. It provides you with financial certainty so you can make informed spending decisions. Guaranteed income isn’t impacted by market…
Retirement Planning Tips for the Self-Employed
Self-employment is a dream come true for many people. You get to set your own schedule, make your own rules and earn income doing what you love. Self-employment can bring…
Close Your Retirement Savings Gap With These Tips
Are you approaching retirement and worried that you’re behind on your savings? You have company. A recent report from the Insured Retirement Institute found that 40 percent of baby boomers…
What Should You Do With Your Old 401(k)?
Did you leave something behind when you left your last job? Perhaps your vested 401(k) balance? According to a study from the U.S. Government Accountability Office (GAO), you’re not alone….
4 Red Flags in Your Retirement Planning
Worried that you’re behind when it comes to planning for retirement? You have company. According to a recent Gallup study, more than 50 percent of Americans are concerned that they…
What’s the Right Amount of Life Insurance for You?
If you don’t have life insurance, you’re not alone. A recent study from InsuranceQuotes found that 40 percent of respondents didn’t have any life insurance protection. Among those without insurance,…
