Simple Tips for Seniors to Avoid Medicare FraudExperts estimate that about $60 billion is lost annually due to Medicare fraud. Consumers do not have to be MedicareRead More
Lower- Income Gen Xers, Baby Boomers at a Higher Risk to Run Out of Money In RetirementRecent research showed that baby boomers and Generation Xers who are in the lower income brackets are more likely toRead More
4 Reasons to Keep Your Life Insurance in RetirementMany people, after their children have grown and they’ve paid off the mortgage, consider not renewing their term life insuranceRead More
Why You Should Review Your Designated Beneficiaries AnnuallyWhen you apply for life insurance, or open a retirement account, you’ll be asked to name beneficiaries. This is anRead More
The Great Roth Conversion OpportunityWho should consider a Roth conversion? Consider a Roth conversion this year if you meet some or all of theRead More
6 Important Reverse Mortgage FactsMore and more people are becoming aware of reverse mortgage as an option for tapping their home’s equity. Here areRead More
Working with a Professional May Help you Feel More Prepared For RetirementPeople who use financial advisors are more than twice as likely to feel confident in their retirement preparedness than peopleRead More
Eight Reasons You May Want to Consider a Deferred AnnuityAmericans have billions of dollars invested in deferred annuities. While these contracts offer countless advantages, including a guaranteed stream ofRead More
Preparing for Long Term Care without paying for Traditional LTC InsuranceOne of the biggest mistakes people make in planning their health and life coverage is assuming they’ll never need long-termRead More
History of Annuities and Their Benefits todayWhile many people assume that annuities are a new type of financial product, their history can actually be traced asRead More