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Estate Planning Articles

Life Insurance Plans and Options: The Basics
Various forms of term plans and traditional life policies as well as combinations

10 Estate Planning Success Tips
Keep your will or trust up to date.

Annuities Vs CDs
Both have guaranteed rate of returns, both issued by large financial institutions ...

Are You 70 Years Old? Do You Own An IRA?
Discover ways to manage your IRA once you reach age seventy.

Charitable Gift Annuities and How They Could Benefit You.
What is a Charitable Gift Annuity?

Corporate Bonds
Debt instruments issued by business’s to provide liquidity

Don’t Get Stuck With Low Annuity Rates: Manage Your Annuity!
Annuity Rates

Guaranteed Fixed Annuities: Promises Made, Promises Kept
Fixed Annuities have guarantees that can never be broken.

Hedge Funds. Information. Pros and cons.
Make sure you understand the level of risk involved in the fund's investment strategies.

Insurance Ratings Long Term Care
Insurance Ratings Long Term Care

Market Fears and Retirement Planning: One Category is Not Affected
How can you prepare for retirement in this time of market disturbance?

Real Estate Investment Trusts
REITs allow small investors to share in the both the risks and rewards of real estate investing.

Social Security is Not Gender Specific
A man or a woman with the same wages incur the same benefits.

Social Security Retirement Benefits Primer
The key to maximizing your family's Social Security income is to wait until your normal retirement age to collect benefits.

Taxation of Life Insurance Proceeds
Are your life insurance policy death proceeds income tax free?

Tips to Fully Understanding Variable Annuities
What you should know about variable annuities.

Treasury Inflation Protected Securities
TIPS are one answer to the inflation risk problem

What Is A Reverse Mortgage?
Access the equity in your home and receive a lump sum, a tax-free monthly income, or a credit line


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