Life Insurance Archives

Too Old to Divorce?

June 1, 2022

“Gray divorce” — the unfortunately named term for divorce after age 50 — is increasing among baby boomers.

How Should You Review Your Will?

May 5, 2022

Here are some important parts of your estate plan that should be reviewed.

What Can I Do Instead of a Stretch IRA?

March 31, 2022

Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.

Estate Planning During Divorce

December 8, 2021

At such an emotional time, more paperwork is probably the last thing you want on your to-do list. However, taking a few key steps is critical to your financial future.

Should I agree to Be an Executor of an Estate?

September 22, 2021

Usually when asked to be the executor of a family member’s estate, the person feels honored and trusted. It’s a big responsibility, since the executor will be carrying out a person’s final wishes.

How Do Special Needs Trusts Work?

June 29, 2021

Trusts give parents of special-needs children additional options for extending care and financial assistance. However, you might need some expert help.

Estate Planning Doesn’t Stop When You Retire

November 5, 2020

Building enough wealth to sustain yourself in retirement is a monumental achievement. However, financial planning doesn’t end when you no longer rely on a paycheck.

Are My Beneficiary Designations Trouble?

May 27, 2020

Most consumers are familiar with the beneficiary designation form they complete when opening an IRA or 401(k). The form designates who receives the asset if the account owner dies. However, these forms can create confusion, unintended bequests, and family turmoil if not adequately monitored.

At What Age Do I Need a Will?

February 26, 2020

It’s never too early to start estate planning. If you already have a family, getting your personal affairs in order is a must. The sooner you start planning, the more prepared you will be for life’s unexpected twists and turns.

Handling Inherited Investments?

February 20, 2020

Receiving an inheritance can be a double-edged sword. On the one hand, it’s overwhelming, thanks to the intense emotions associated with losing a loved one combined with the confusion about what to do with the newly acquired assets. On the other, an inheritance can re-invigorate your finances and create new opportunities for you and your family.

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