Economy
Better Than the 529 Plan
The summer season brings many things to our existence – family picnics, fireworks, BBQ’s, vacations, and college. Though college is a noble aspiration and we
The summer season brings many things to our existence – family picnics, fireworks, BBQ’s, vacations, and college. Though college is a noble aspiration and we
Understanding Life Insurance Dividends from Life Insurance Policies Life insurance dividends play a pivotal role in the benefits of life insurance policies offered by mutual
The great wealth transfer is a term used to describe the transfer of wealth from Baby Boomers and the Silent Generation to their heirs—and it’s
Remember the only two “sure things,” in life? One of them is lurking right around the corner; oh, yes, the tax man cometh, indeed. Before
The news about the threat President Obama has placed on the qualified plan(s), somewhat came as a surprise. Though retirement has always been a hot
A modified endowment policy is a life insurance product that can be useful for estate planning or retirement income with less volatility than market-based assets.
What Is a Modified Endowment Contract and why does it matter in long-term wealth planning? Understanding how a Modified Endowment Contract (MEC) works is essential
Wealth isn’t built by letting money sit. It’s built by strategically keeping money in motion—moving it through assets that create value without unnecessary risk. Traditional
In the late 1960s, a musician named Edwin Starr rose to fame with a song titled, “War.” The chorus of the song is “War, what
If you learn tax secrets, that aren’t really secrets, then you’ll be managing your money like the top 1%. And the secrets are right in
Typical tax-deferred or tax-advantage savings plans haven’t proven themselves to be a guaranteed way to help people keep more of their savings protected from the
When most people retire, they want to get two things out of their retirement nest egg: They want to know that they can live comfortably