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The 3 Stages of Your Financial Life
1-Minute Video: What are the three stages in your financial life? The first stage is preparing for life’s uncertainties. The second stage is managing your net worth and the third stage is managing retirement and your estate. The...
Read MoreIs Estate Planning Only For the Rich?
1-Minute Video: You’ve worked so hard to build your net worth, but it could fall into a sinkhole if you don’t do estate planning. Estate planning isn’t just for the rich, it is a necessity for everyone, and estate...
Read MoreWhat is an Annuity and How Does it Generate Income?
1-Minute Video: What are annuities and how do they work? Annuities are both a savings and an income investment that pays out over a period of time. It's actually a stream of income that may be designed so that you can’t outlive...
Read MoreHow to Allocate Assets Within Your Portfolio When You Retire
1-Minute Video: If you’re nearing retirement, you may need to consider asset allocation in a different way. Be aware that asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. When you were...
Read MoreWhat are Required Minimum Distributions and How Are They Determined?
1-Minute Video: What are the Required Minimum Distributions and how are they determined? Beginning at age 70.5, you must begin to withdraw money from your retirement accounts every year. The amount is determined based on your life...
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1-Minute Video: How to Strategize For Your Social Security Benefits
1-Minute Video: As life expectancy has grown, your retirement now can last between 20 and 30 years. So Social Security planning is critical, no matter how much money you have. It can make a difference of hundreds of thousands of...
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