A QLAC, or a Qualified Longevity Annuity Contract, is a unique type of deferred income annuity that is popular for those looking to reduce their RMDs early on in... Read More
If you have been saving in an annuity and are nearing retirement, you have a decision to make about how to withdraw money from your annuity in retirement. Depending... Read More
Covered call funds offer investors the prospect of much higher dividend payments than regular index funds. Funds that follow a covered call strategy have attracted tens of billions of... Read More
Knowing that you have a sustainable withdrawal rate from your retirement portfolio can take a lot of stress out of retirement. But how do you know what a safe... Read More
High yield bonds, also called junk bonds, are fixed income investments issued by companies with low credit ratings. While they offer very high yields that are attractive to many... Read More
Thanks for watching! Be sure to grab the checklists and other resources discussed in the webinar below: Checklist of Estate Administration Duties What Issues Should I Consider If... Read More
Umbrella insurance is a vital component of many financial plans. As comprehensive financial planners, we analyze more than just your investment accounts—we also conduct a thorough insurance review. This... Read More
As tax rates have declined, more and more baby boomers retire, and 401k balances have risen, many are taking the opportunity to convert their 401k and IRAs into Roths... Read More
If you have appreciated investments in a brokerage account, whether it be mutual funds, ETFs, or a concentrated individual stock position, you should know about an opportunity that exists... Read More
Moving into a retirement community can be a great way to improve your overall health care, reduce the stress of home ownership, and find new social activities and outlets.... Read More
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