You’re a widow. Now what?

You’re a widow. Now what?

As a widow, what will happen to my life savings? How will I keep up with the mortgage? What happens to those plans I had for travel or retirement?Surviving your spouse’s death is hard. Determining what’s next can be even harder. The death of a spouse...
Is an Annuity in your Future?

Is an Annuity in your Future?

Pundits are all over the map when it comes to annuities.   The fees are too high?  An annuity in an IRA is ill-advised because an IRA is already tax-sheltered.  Fixed annuities just are not competitive.  Don’t trust the insurance company with your...
Is an Annuity in your Future?

Is an Annuity in your Future?

Pundits are all over the map when it comes to annuities.   The fees are too high?  An annuity in an IRA is ill-advised because an IRA is already tax-sheltered.  Fixed annuities just are not competitive.  Don’t trust the insurance company with your...
Family Wealth Planning for Newly (Re)married Couples

Family Wealth Planning for Newly (Re)married Couples

Marriage is wonderful in a lot of ways…After saying “I do,” you and your dearly beloved get to enjoy years of love and friendship, a blending of families, and the chance to add another wacky aunt or uncle to your extended family. You also get access to several...