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Thursday, June 22, 2023

Summer break often represents freedom from schedules, responsibilities, and all those other drains on your time. Retirement actually can provide a similar level of freedom, but only if you've adequately prepared, planned, and saved.

Tuesday, June 20, 2023

Having enough retirement income for what you need and want is essential and must be planned for, even in the best economic conditions. A way to provide income safety is by using annuities as an asset class in your retirement portfolio.

Monday, June 12, 2023

Read on to learn the ins and outs of taxes for traveling nurses and ensure you’re staying on the right side of the IRS (but bear in mind, though, that this article should not be taken as legal advice).

Thursday, June 1, 2023

Planning for retirement has never been more important and yet so challenging. Given the inflationary conditions of the past two years, the risk that worries most retirees continues to be outliving their savings. Staying disciplined...

Friday, April 28, 2023

Overview: In the language of life insurance, a beneficiary is the recipient of the policy’s proceeds when the named insured dies. The owner of a life insurance policy has a great deal of flexibility in naming beneficiaries and,...

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Friday, April 28, 2023

A will is an important document most people don’t want to think about, but it’s crucial to have in place to protect your assets and ensure your loved ones receive what you want them to.It can be wise to have a lawyer write...

Friday, April 28, 2023

Small businesses may often find themselves struggling, and there are many situations in which business owners may find themselves weathering a storm and hoping to make it through. While the strength and fortitude of those who run small...

Friday, April 21, 2023

As the weather warms up and you shift from indoor cocktail parties to outdoor barbecues, tidying up your space outside becomes a top priority. Whether you’re looking to make just a few adjustments or are in need of a major...

Friday, March 31, 2023

As a travel nurse in the Dallas-Fort Worth area, it's important to start planning your financial future now. Due to the high cost of living in this area, and the fact that inflation is on the rise, you need to be proactive about saving...

Friday, March 31, 2023

When discussing multigenerational wealth it is common to come across proverbs that acknowledge the fact that generational wealth typically won’t make it past the third generation. In the United States the saying goes, “from...

Friday, March 31, 2023

After spending so much of your life saving for retirement, it may be challenging to transition from depositing funds to withdrawing them. You may wonder whether there is any way to maintain your lifestyle and preserve your wealth to...

Wednesday, March 29, 2023

Financial planning isn't as simple as budgeting for the next mortgage payment or deciding whether or not to take a vacation this year. Proper comprehensive financial planning is a tool that many people don't take advantage of. It...

Tuesday, March 14, 2023

Long-term investors who are saving for their retirement know the benefits of dollar cost averaging and dividend reinvestments. Before explaining the benefits, let us define the terms dollar cost averaging and dividend reinvestment...

Tuesday, February 28, 2023

Amid the 1,650-page, $1.7 trillion omnibus spending legislation passed by Congress last week and expected to be signed by President Biden were several provisions affecting work-sponsored retirement plans and, to a lesser degree, IRAs....