Retirement and Financial Insights
How Will You Pay for Long-Term Care in the Future?
Even though you're a long time away from needing long-term care, now is the time to plan. An estimated 70% of Americans currently age 65 will need long-term care at some point, and costs can be staggering.[1] If you [...]
Estate Planning 101
Did you know that Baby Boomers will pass down an estimated $68 trillion in wealth in the coming decades?[1] You’ve worked hard for your money and likely want to see it passed down in the most efficient way possible [...]
What is a Roth Conversion and Should You Do It?
When you think of your major expenses, you might think of housing, healthcare, travel, or something else. But have you considered that taxes could be your biggest expense, even in retirement? There could be ways to reduce your tax [...]
Financial Lessons from Alexander Hamilton
Alexander Hamilton was the first Secretary of the Treasury: He created the first national bank, consolidated the new country’s war debts, and established federal credit. You could say he was America’s first Chief Financial Officer. He was also a [...]
Everything You Ever Wanted to Know About Annuities
This video will provide insight on everything you need to know about annuities, including the different options and how they may be utilized in retirement.
10 Best Places to Live in Retirement
This video will cover the ten best places to live in retirement, as well as offer insight as to how you can afford to live in these places.
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