Tax Loss Harvesting - An Overview ~~~ Turn a portion of your investment losses into tax offsets, making a little lemonade out of investment "lemons." Tax-loss harvesting is a strategy of incurring capital losses to [...]
Using Life Insurance To Meet Your Financial Goals ~~~ Life insurance can be a key part of a well-structured estate plan, an important business strategy, and a wealth-building tool. When was the last time you [...]
Term Life Insurance: Advantages and Disadvantages ~~~ Term life insurance is the simplest form of life insurance. It offers death protection insurance at a fixed rate of payment for a limited, specific period of time. [...]
The Latest on Social Security ~~~ Social Security payments and thresholds are adjusted every year to keep pace with inflation, and benefits may also be adjusted to comply with legislative policy changes. Benefits: Qualified Americans [...]
Verifying Social Security Records to Maximize Your Benefits ~~~ Verifying your personal and earnings information with the Social Security Administration will help ensure that your future Social Security income is calculated correctly. In addition to [...]
Should You Apply For Social Security Now...or Later? ~~~ When should you apply for benefits? Consider a few factors first. Now or later? When it comes to the question of Social Security income, the choice [...]
Social Security Survivor Benefits ~~~ How do you claim them? How much can you receive? About 5 million widowed Americans get Social Security survivor benefits. If your spouse has passed, you may be eligible to [...]
Annuity Lifetime Income Riders: How Rollup Rate and Payout Rate Affect Income ~~~ Lifetime income riders offer guaranteed minimum lifetime income, but these two rates significantly affect the payout you receive. An income rider is [...]
How Annuities Can Lend Safety and Stability to Your Retirement Plan ~~~ An annuity can be a powerful tool for reaching goals in life that are basic to security. An Investment that you cannot outlive. [...]
What Is a Multi-Year Guaranteed Annuity (MYGA)? ~~~ Get a guaranteed interest rate with this tax-deferred investment strategy. Multi-year Guaranteed Annuities (MYGAs) are fixed annuities that promise a set rate of return for a period [...]
