May 13, 2016 Case Strategy: Donor-Advised Fund Avoids Capital Gain and Endows Charitable Giving
May 13, 2016 Using Deferred Annuities to Fund a Credit Shelter Trust
Brought to you by our partners at Jackson National, this article features how using deferred annuities to set up a Credit Shelter Trust can be advantageous for your clients, their spouses, and their generations to follow. Click the images below to enlarge the article!Read more
May 13, 2016 Market Update for Month Ending 04.30.16
Most markets rise, but . . .Read more
May 13, 2016 Staying on Track with Your Retirement Investments
Having a retirement plan and staying on track is vital to ensuring a successful and peaceful retirement.Read more
May 13, 2016 Should You Buy Long-Term Care Insurance?
Who needs it?
Approximately 70 percent of Americans turning age 65 can expect to use some form of long-term care at some point during their lives. (Source: The National Clearinghouse for Long-Term Care Information, as of December 2014.) And with life expectancies increasing at a steady rate, this figure can be expected to grow in the years to come.Read more