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Getting Value in a Vacation Home

There are two great reasons for buying a vacation home: You want one and you can afford to buy it. Buying a vacation home as

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May 25, 2022

Investing Long Term? Don’t Overlook the Inflation Factor!

A penny saved is a penny earned, right? Not necessarily. Thanks to inflation, over time that penny could be worth less than when it was

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May 25, 2022

What to Know About Annuities

Are you retiring soon and looking into your options to start drawing down your savings from your employer-sponsored plan? Are you also concerned about making

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May 25, 2022

Should You Buy a Second Home for Retirement?

As your retirement years approach, you think more and more about how you’d like to spend them. Regardless of your current circumstances – employed full-time,

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May 25, 2022

Turning the Page: Five Things Baby Boomers Need to Know About RMDs

The times they are a changin’ for baby boomers. The generation that lived through and influenced the revolution in the retirement industry is now poised

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May 25, 2022

The Panama Papers: Cheaters, Thieves and Tax Havens

Leaked information tells the story of prominent world leaders who avoided taxes or looted their country’s treasuries in order to squirrel away not only money,

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May 25, 2022

How Should We Think About the Future?

Chances are, you’re underestimating the amount of progress we’re going to make in technology, medicine and a host of other things.  Why?  Because your brain,

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May 25, 2022

Stop Dipping Into Your Savings

It’s an unfortunate truth for many people today – their income level drops and they have to dip into their savings to make ends meet.

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May 25, 2022

When Life Insurance Becomes Taxable

Consider these facts on aging from the 2010 Census¹: The highest growth rate for a 10-year age group within the older population (age 65+) was

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May 25, 2022

Insuring Your Second Home

Vacation home sales jumped 57% to an estimated 1.13 million for the 12-month period ended December 31, 2014, exceeding the recent peak level reached in

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March 17, 2025
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