Maximizing Life Insurance Proceeds

Life insurance proceeds can allow the bereaved to properly grieve without worrying about money. It gives families the financial protection that’s needed for potential funeral costs, living expenses, or even their financial future. If you’re on the receiving end of the...

Boost Your Savings Goals with Tax Diversification Strategies

After working hard all your life and planning diligently to achieve financial independence, the last thing you want is having to fork over a large percentage of your income to the IRS. Even when you’ve left the workforce, taxes will follow you into retirement....

Two Big Reasons You Can’t Rely on Just Social Security

Since its inception on August 14, 1935, Social Security has been instrumental in providing a foundation of income for many American retirees. Not only are Americans falling behind on savings for retirement, but Social Security was truly designed to replace only 40% of...

How the SECURE Act May Impact Your Retirement

The retirement landscape is constantly in flux as Americans adapt to the ever-changing financial environment. On December 20, 2019, President Donald Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act as an effort to reshape and...