by | Oct 24, 2024 | Uncategorized
National Retirement Security Week (NRSW), held annually during the third week of October, is a campaign dedicated to raising awareness about the importance of retirement planning. Originally established in 2006 by the U.S. Senate, this observance encourages Americans...
by | Oct 23, 2024 | Uncategorized
Essential Questions to Ask Your Financial Advisor About Your Portfolio and During Annual Reviews When it comes to managing your finances, staying informed and engaged is crucial. Regularly discussing your investment strategy and financial plans with your advisor can...
by | Oct 18, 2024 | Uncategorized
The Shaquille O’Neal Approach: Why Annuities Should Be a Key Part of Your Financial Portfolio When Shaquille O’Neal speaks about success, people listen. A basketball legend with four NBA championships and an enduring legacy, Shaq has made a name for himself not just...
by | Oct 15, 2024 | Uncategorized
Long-Term Care Planning: Why You Can’t Afford to Ignore It in 2024 As life expectancy continues to rise and healthcare costs increase, planning for long-term care (LTC) has become an indispensable part of retirement strategies. For those aged 65 and older, the...
by | Oct 11, 2024 | Uncategorized
What’s your plan to replace your income in retirement? As retirement approaches, one of the biggest concerns for many is how to replace the steady paycheck they’ve relied on during their working years. Without proper planning, retirees can find themselves facing a...
by | Oct 10, 2024 | Uncategorized
Retirement planning often involves a delicate balance between securing long-term financial stability and maximizing tax efficiency. One lesser-known but powerful strategy that retirees can leverage is the 1035 exchange, a provision in the Internal Revenue Code (IRC)....
