Life Insurance Plans and Options: The Basics
Various forms of term plans and traditional life policies as well as combinations
10 Estate Planning Success Tips
Keep your will or trust up to date.
Annuities Vs CDs
Both have guaranteed rate of returns, both issued by large financial institutions ...
Are You 70 Years Old? Do You Own An IRA?
Discover ways to manage your IRA once you reach age seventy.
Charitable Gift Annuities and How They Could Benefit You.
What is a Charitable Gift Annuity?
Corporate Bonds
Debt instruments issued by business’s to provide liquidity
Don’t Get Stuck With Low Annuity Rates: Manage Your Annuity!
Annuity Rates
FDIC Insurance
Protects depositors against the loss if an FDIC-insured entity fails.
Great Benefit for Annuity Owners: Nursing Home Waiver
A benefit to owning an annuity is the nursing home waiver.
Hedge Funds. Information. Pros and cons.
Make sure you understand the level of risk involved in the fund's investment strategies.
Individual Retirement Accounts: Questions and Answers
Individual Retirement Accounts
Insurance Ratings Long Term Care
Insurance Ratings Long Term Care
Mutual Funds
Make certain you understand what the annual operating expenses are.
Real Estate Investment Trusts
REITs allow small investors to share in the both the risks and rewards of real estate investing.
Social Security is Not Gender Specific
A man or a woman with the same wages incur the same benefits.
The Ratchet Annuity
Otherwise known as the Equity Indexed Annuity (EIA).
Tips to Fully Understanding Variable Annuities
What you should know about variable annuities.
Treasury Inflation Protected Securities
TIPS are one answer to the inflation risk problem
Using an Annuity for Creditor Protection
In some states the income from an annuity payment is protected from creditors.
What Is A Reverse Mortgage?
Access the equity in your home and receive a lump sum, a tax-free monthly income, or a credit line
What is a Revocable Living Trust?
Revocable living trusts are promoted as an alternative to probate.
