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Paying For Medicare

Friends and colleagues who are approaching 65 are beginning to ask about Medicare benefits. Not just how to sign up, but what to select from among the various choices. The good news is, 94% of Medicare beneficiaries age 65 and up are satisfied with their quality of care. The not-so-good news is that the government […]

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Did You Hear?

Did You Hear? According to LIMRA, annuity sales are on the rise yet again this year, after also breaking records last year. Investors building their retirement strategy looking to mitigate some risk have chosen to lock-in annuities–How smart is this choice? Well, there’s definitely a reason they’ve been selling recently. Reach out to us to learn

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An Important Warning

Did you know that the older you are, the more susceptible you are to telephone or internet fraud? One of the most common tricks scammers use is impersonating a child or grandchild, asking you for financial assistance. According to the FBI, Americans lost over $10 billion to scams last year. While people in their 30s

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Key Takeaways

Here are a few factors to consider when you making your retirement income strategy: When it comes to paying taxes on contributions, Roth IRAs and traditional IRAs differ from one another. While both are tax-advantaged accounts, your choice will impact when you pay taxes on the money: With a traditional IRA, you’d pay taxes in

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