Jan 12, 2024 | Articles, Legacy, Wealth Management
The FBI found that senior citizens lost almost $1 billion due to scams in 2020. The average loss per victim over age 65 was $9,175—but nearly 2,000 American seniors lost $100,000 or more. Here’s what to do if identity theft happens to you.
Jan 4, 2024 | Articles, Financial Planning, Legacy, Wealth Management
Considering an immediate annuity for retirement income? Learn how immediate annuities work, when payments begin, and if they’re right for you.
Nov 13, 2023 | Articles, Financial Planning, Taxes, Wealth Management
Maybe you’ve already stopped working and you’re looking for a bit more confidence that your plan is on track. Or maybe you’re a savvy millennial looking even further down the road. Here are some ways you can bring stability to your retirement.
Sep 22, 2023 | Articles, Healthcare, Legacy, Wealth Management
Whether you have a special needs child or grandchild—or you yourself have special needs—you probably feel the importance and the challenge of meeting your financial needs, too.
Aug 22, 2023 | Articles, Financial Planning, Taxes, Wealth Management
If you’re wondering how to avoid taxes on RMD payouts, let’s go over some strategies you can use to minimize their impact.