As you approach or enter retirement, one of the most critical decisions you'll face is how to allocate your assets. You want to ensure that you have enough money to support yourself during your retirement years while still earning a reasonable rate of return. One...

Many individuals have a bad perception of Annuities due to the volatility and lack of principle protection associated with Variable Rate Annuities. In this post we will present the basic benefits of a Fixed Index Annuity and why they often are a better choice for...

A will and a living trust are important legal documents that allow individuals to plan for the distribution of their assets and property after their death. Having a will or a living trust in place can provide peace of mind and ensure that a person's wishes are carried...

As you approach retirement, it is important to have a solid understanding of the sources of income you can expect in your golden years. The most common sources of retirement income are personal retirement accounts (401(k)s and IRAs), pensions, and Social Security....

Medicare open enrollment runs from October through December. During this time, people who are already covered by Medicare have the opportunity to make changes to their plan's benefits.   If you're thinking about adjusting your coverage this year, it's in your best...

Planning for your future and beyond. For most, creating an estate strategy is important to make sure your loved ones are taken care of after you’re gone. But it may be just as important to have an estate strategy for your business. Whether you’re a sole proprietor who...

The Coinbase platform announced a partnership with asset manager Blackrock, which will allow its institutional clients to buy and sell bitcoins. Blackrock's institutional clients (banks, cash managers, hedge funds, etc.) who were already using Coinbase will now be...

To qualify for Medicaid, you need to meet several requirements such as having limited assets and income, and a need for care. The limits vary from state to state, by marital status, and by the program.    If you’ve met all the eligibility requirements for medical but...

Don’t fall for these misconceptions. Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let’s examine a few. Retirement means I can stop investing. In the past, retirement was viewed as...

In recent years, ESG (environmental, social, and governance) investing has been gaining popularity and attracting a growing number of investors wishing to make safer and more profitable investments. But what is an ESG investment? And why should you consider ESG...