A Review of Tax-Deferred Annuities

As we work over the course of our careers, many of us have an eye on retirement. Saving money toward retirement makes smart financial sense, yet on average, American workers are not setting aside enough funds for their lives after they retire. There are many retirement plans available to workers, from employer-sponsored 401(k) plans to … Continue reading A Review of Tax-Deferred Annuities

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How to Keep More of Your Retirement Income from “Unwanted Heirs”

Everyone wants to keep as much of their money to pass on to family, heirs and loved ones.  Many people assume that when they die, their assets are automatically distributed to heirs and loved ones.  However, there are several “unwanted heirs” that may step forward to claim their share of your estate before your loved … Continue reading How to Keep More of Your Retirement Income from “Unwanted Heirs”

How to Boost Your Cash Flow After Retiring

When it comes to retirement, many people wonder if they will have enough cash to keep their standard of living the same as when they were working.  With only Social Security and a retirement pension, many people find that they no longer can live the type of lifestyle they once did when they were working. … Continue reading How to Boost Your Cash Flow After Retiring