Retirement Income
A Fresh Start: New Year Planning for Retirement
We're off to a fresh start! Without distractions, now's the perfect time to tackle those essential retirement planning tasks you've been putting off.
Retirement Income
Long-Term Care Planning: A Personal Perspective
Marc shares his family's real-world approach to planning for aging parents in their eighties—and the options still available when traditional LTC plans aren't in place.
Retirement Income
Financial Tip: Using Installment Sales to Avoid Medicare IRMAA Surcharges
There's a sinister Medicare surcharge called IRMAA that hits when you sell appreciated assets. But there's a legal way around it.
Success Stories
Success Story: How Sarah Unlocked $200K From Her Variable Annuity
Meet Sarah, a lively young grandmother who discovered she could keep her $2,700 monthly income while freeing up $200,000 for other dreams.
Retirement Income
More Bang for the Buck: Annuities vs Long-Term Care Insurance
When traditional long-term care insurance seems too expensive or hard to qualify for, annuities with care riders might be the alternative you need.
Retirement Income
Elections and the Stock Market: What Investors Need to Know
The stock market is like a rollercoaster designed by a mad scientist, and elections can make it go bonkers as investors try to guess what new policies will bring.