You chose your home for a variety of reasons — safe neighborhood, good schools, nice yard, friendly neighbors. It’s the ideal location to raise your family. But have you considered what would happen to your family if you were to die unexpectedly? Would your spouse be able to afford the mortgage? Could your family continue […]
Be Sure Your Family can Keep Their Home with the Right Life Insurance Read More »
The 2 primary schools of thought: When it comes to choosing how to invest for retirement, the 401(k) and IRA are still among the most popular options for most Americans. Within the IRA, you can choose between tradition or Roth. The choice between these two rests largely on the difference between 2 major schools of
Roth IRA or Traditional IRA? Read More »
Nothing in life is certain except death and taxes. — Benjamin Franklin That saying still rings true roughly 300 years after the former statesman coined it. Yet, by formulating a tax-efficient investment and distribution strategy, retirees may keep more of their hard-earned assets for themselves and their heirs. Here are a few suggestions for effective money
Tax Strategies for Retirees Read More »
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