Protect Your Business (and Your Family) with a Buy-Sell Agreement
Imagine the following scenario: You run a successful business with your business partner of 20 years. Your business...
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Investment to Watch: Smart Home Technology
The term “smart home” sounds like something out of a movie on Syfy or a place where intelligent people go to converge...
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Social Security Facts for 2022
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement...
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Divorce and Retirement: Here’s What You Need to Know
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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IRS Woes: Don't Let Taxes Derail Your Retirement Plans
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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High Net Worth Families Need a Complete Risk Management Plan
Because there isn’t a one-size-fits-all plan that could possibly fit the unique needs of every family, risk management...
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Retained Life Estate: Open the Door to Tax Charitable Deductions
A home is a place to rest your head, to create memories, and to cook dinner. It’s where your pets are—your family. What...
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Small Business Owner Retirement: Dealing with an Unexpected Exit
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier...
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What are Disabilities Policies and Why Would You Need One?
The prospect of suddenly having to face life with a disability that limits your ability to work in the way you’re used...
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Insuring Lifetime Income Sufficiency with a Split Annuity
Annuities have provided retirees with a safe and secure retirement solution for generations. Deferred annuities have...
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Disability Insurance Tips for Professionals and Executives
High earning professionals and executives need the ultimate in disability income protection without which they can...
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Retirement as a Single Woman
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should...
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