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Annuity distributions are categorized in two ways: withdrawals or annuitization (guaranteed income stream). The annuity contract itself explains the annuitization payout options available to you, including when they begin, whether the amount can be fixed or variable, and how long the payouts will last. Note: Guarantees are subject to the claims-paying ability of the issuing […]
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Owning a business has been proven to be an effective wealth-building strategy. Owners can take their business revenue and re-invest it back into the business as well as their personal portfolios. The more successful the company, the greater the amount of money owners will be able to set aside for their future personal investment needs […]
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And see how your life plan should really become your financial plan It’s an old question: Can money buy happiness? Up to a point, yes. But without deep personal relationships, more dollars don’t make you happy. On Father’s Day, consider talking with your dad about happiness and satisfaction. And if your father is no longer […]
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For many, the expenses of college or technical school can be overwhelming. But, with financial aid programs, tuition, room and board, books, and other college-related costs can become more affordable. To determine if your student qualifies for financial aid, you must fill out the Free Application for Federal Student Aid, or FAFSA, by the deadline. […]
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A 529 Plan, also known as a “qualified tuition plan,” is an investment vehicle that offers numerous benefits to parents seeking to save for their children’s future education. 529s are versatile and provide significant advantages that may help ease the financial burden of funding a child’s college education. Understanding 529 plans Named after Section 529 […]
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Veterans and those on active-duty face unique financial planning challenges Memorial Day is an important holiday observed in the United States to honor and remember the men and women who have died while serving in the country’s armed forces. It is a day of remembrance and reflection, allowing the nation to express gratitude and pay […]
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Some years can be challenging for the markets and if there is a positive to a down market, it is that it provides an opportunity for us to reflect on your long- term plan from a different perspective. We pride ourselves on creating a plan that is customized to you and your personal financial goals. […]
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Mothers are our teachers, starting from the time we are born and lasting throughout our lives. They have a role in teaching us how to be good people, take care of ourselves, and even be a success in the business world. Many small business owners are able to take the lessons they learned from their […]
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Starting a business is exciting — but it may also be exhausting and a little bit scary. You might know what type of business you’d love to start, but getting that concept going and turning your idea into an actual business takes a detailed plan. Your business plan is the roadmap for getting from your […]
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Most American workers who earn wage income and pay Social Security taxes via withholding receive Social Security benefits at some point in retirement. While the Social Security Administration has tried to make the process easier to understand and navigate, many questions remain. Whether you are getting close to retirement or even if retirement is still […]
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