Retirement Specialist With Over 40 Years Of Retirement Planning Experience

Category: Safe Money

An annuity is an insurance contract that offers an income stream in return for one or more premium payments. Income payments continue for the duration of the contract, which may be for life or a…

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Widespread smartphone use, loosening regulations, and employers seeking health cost savings are three trends that were driving the rapid expansion of telemedicine. And that was before social distancing guidelines to help control the spread of…

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If you receive a distribution from a qualified retirement plan such as a 401(k), you need to consider whether to pay taxes now or to roll over the account to another tax-deferred plan. A correctly…

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There are a number of different gifting strategies available for planned giving. Each has its advantages and disadvantages. Instead of making an outright gift, you could choose to use a charitable lead trust. With a…

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Daily life is full of numbers, and some matter more than others. Here are four financial numbers┬áthat could help you understand and potentially improve your financial situation. 1. Retirement Plan Contribution Rate What percentage of…

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