Generally, annuities pay a fixed amount of money each year to the annuity owner for the rest of his or her life. Most annuities are deferred, meaning
Strategies for Transferring Wealth
The transfer of wealth or assets between individuals or companies is referred to as a wealth transfer. The transfer can happen either during your
The SECURE Act and Special Needs Trusts
In general, a special needs trust (SNT) is a legal entity that helps people with disabilities maintain their eligibility for government benefits while
Beneficiaries: Common Mistakes to Avoid
As beneficiaries are common designations in retirement accounts, wills, and trusts, it is likely that you have one. A beneficiary is an individual (or
Exactly What is End-of-Life Planning?
The topic of end-of-life planning is generally difficult for us to talk about or think about. However, without it, we will have fewer options, and
Keeping Your Finances in Order as You Age
The American population is living longer than previous generations, which may result in longer retirement years. Since expenses, taxes, and inflation