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Retirement
Timing
When you withdraw your first RMD may impact your taxes. You may wonder how that can happen, and with tax season approaching, we thought it ...
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Annuities
Joint and Why Not?
We’ve received some questions lately regarding joint ownership of an annuity, and why it can’t be done in qualified accounts. Joint ownership of an annuity ...
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Retirement
What to Look for in a Senior Living Community
Selecting a senior living community is a major decision that can greatly influence physical health, emotional balance, and overall quality of life. Whether you are ...
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Retirement
Not Surprising
It is not surprising that the thought of retiring is overwhelming to many due to major life shifts. This could include financial uncertainty, loss of ...
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Uncategorized
It’s That Time of Year
Since January is a popular month for email scams, here are some tips to help avoid them and keep the good times going all year ...
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