Articles

A living trust can help control the distribution of your estate upon death.

Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

An annuity is a flexible financial vehicle that can help protect against the risk of living a long time because it provides an option for a lifetime income.

Both fixed and variable annuities could be appropriate options for an individual interested in purchasing an annuity.

The Social Security Administration’s retirement estimator gives estimates of your future benefits based on your actual Social Security earnings record.

There are key dates after you turn 59½ that can impact your taxes, Medicare eligibility, and retirement benefits.

There are a variety of retirement planning options that could help meet your needs. Here are some of the most popular.

Greater demand is being placed on the Social Security system as the baby boom generation has begun to retire.

Selecting health insurance is often one of the most important decisions you will make. Do you know the different types?

Company-owned life insurance is one way to help protect a business from financial problems caused by the death of a key employee.

Some of the pros and cons of whole life insurance.

Medicare is the federal health insurance program for those persons age 65 and over. But what does it cover?

Consider additional liability insurance to help protect you from the potentially devastating effects of liability lawsuits.

Since your home is one of your greatest assets, you should make sure it is adequately protected. That's where homeowners insurance enters the picture.

As a business owner, a disability can create an economic hardship putting both your personal finances and business at risk.

Term life insurance differs from permanent forms of life insurance in that it offers temporary protection.

When selecting a life insurance policy, examine all your options, as well as the positives and negatives of each type.

There are three basic types of medical insurance plans: fee-for-service, managed care, and high-deductible health plan.

Couples who want to help protect their legacy from estate taxes could consider last-survivor life insurance.

Property and casualty insurance can help protect a variety of assets. Find out what it does and doesn’t cover.

Consider a universal life insurance policy if you want the flexibility to change your premium or death benefit.

Variable life insurance gives you the control to allocate your account value among a variety of investment options.

Several factors could undermine the financial security provided by the proceeds of your life insurance policy.

To help you choose insurance wisely, determine how much coverage and what kind of policy is best for your situation.

When it is time to make an insurance claim, it helps if you are familiar with your policies and the steps you should take to file a claim.

The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.

Using a financially sound insurance company is an important part of ensuring your family’s financial security.

A business owner policy is an insurance package that assembles the basic coverages required by a business owner in one bundle.

Even if your state doesn’t require certain types of auto insurance, it may be wise to purchase multiple types to ensure you are covered for a variety of situations.

An annuity is a contract between you and an insurance company to pay you future income in exchange for premiums you pay.

Knowing the basics of a disability income insurance policy is a good first step toward protecting your family.

If you have a family who relies on your income, it is important to have life insurance protection.

If you were to suffer an illness or disability that required long-term nursing care, would you be covered?

IRAs and employer-sponsored retirement plans are subject to annual contribution limits set by the federal government.

A 1035 exchange allows you to exchange your life insurance policy for one from another company without tax liability.