by Marketing Team | Jun 26, 2023 | blog
I believe in taking advantage of strategic opportunities to optimize education savings while maximizing tax advantages. In recent years, there have been significant changes to 529 accounts, and one intriguing option for conservative investors is rolling their... by Marketing Team | Jun 5, 2023 | blog
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Here are nine things about retirement that might surprise you. ... by Marketing Team | May 25, 2023 | blog
Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that there are other ways to maximize their benefits, some of which depend on their marital status. Understanding the strategies... by Marketing Team | May 11, 2023 | blog
Steve and Sally are nearing retirement, and they have many items on their bucket list. Longer life expectancies mean Steve and Sally may need to prepare for two or perhaps three decades of retirement. How should they position their money?1 One approach... by Marketing Team | May 3, 2023 | blog
Retirement is often seen as a time to relax and enjoy the fruits of your labor. However, it is also a time when your financial needs change. One of the areas where this change is most significant is in the realm of life insurance. Life insurance is a contract... by Marketing Team | Apr 25, 2023 | blog
One of the most critical decisions we face in retirement is choosing the right type of Individual Retirement Account (IRA). In 2023, two popular options continue to be the Traditional IRA and the Roth IRA. Both offer unique advantages and considerations, and...