When a person dies, his or her assets are typically distributed to surviving family members. In general, these assets can lose substantial value, depending on the type of assets held by the decedent and the myriad laws and regulations in place governing the distribution of assets. To preserve wealth for future generations, the concept of … Continue reading Legacy Planning: Protecting Loved Ones
Category: Financial Planning
Can Annuities Help Fund Retirement?
Individuals planning for their retirement have many options to choose from. These options help to secure a stable financial future, providing the funds necessary for expenses once retirement age is reached. From Individual Retirement Accounts (IRAs) to employer-sponsored pension or 401(k) plans, stock and bond investments, or real estate purchases, one can take charge of … Continue reading Can Annuities Help Fund Retirement?