Viewing 1 to 10 of 124 items
Tag Archives: best annuity rates

Estate Planning 101

Most people think of estate planning as for the wealthy.  An fair enough so, with all the ads and some of the misunderstandings out there about it.  It seems you hear it for people with lots of money who don’t want to be taxed at some enormous rate when they leave this world.  But it  Click to Continue


Pension Payout or Lump Sum?

Should you take a pension plan lump sum payout or sell it for income?  That’s a question that comes up all the time for baby boomers on the verge of retirement and are trying to figure out what to do with their pension.  Historically, pension plans didn’t offer a lifetime income stream.    We are starting  Click to Continue