Protecting your legacy
Many parents hope to leave a parting gift for their children after they’ve gone, but how can you be sure they will use their inheritance the way you intended? According…
Ways to talk about and plan for an inheritance
In 1972, men were the primary or sole earner in 85 percent of opposite-sex marriages, according to the Pew Research Center1. By 2022, that number had shrunk to 55 percent.…
Securing your retirement with a long-term view
When you’re in your 40s and 50s and juggling immediate financial responsibilities — monthly bills, student loans, saving for your child’s college tuition — it can be easy to let…
Retirement plot twists
Even if you've spent decades smartly saving and carefully planning for the future, there may still be still some unexpected twists that could throw your finances—and life—for a loop. When…
5 tips for talking to your family about money
Talking to family members about money may not always be an easy conversation, but it’s an important one. Whether you’re discussing finances with young kids, grown children or your parents,…
Sharing a roof — and money tips — with adult kids and parents
If you’re like many who are part of the Sandwich Generation, you have a busy household, often with children and aging parents or relatives all living under one roof. While…
Sandwich Generation faces unique financial challenges
Over the last fifty years, the number of people living in multi-generational households has quadrupled, with many adults sharing their homes with their parents or older relatives, as well as…
Guide to annuity taxation
When searching for opportunities to create reliable income in retirement, you may have discussed the potential benefits of purchasing an annuity with a financial professional. One important consideration when researching…
Immediate vs. deferred annuities
When selecting the right annuity contract for your income needs and retirement plan, one of the first decisions you’ll come across is choosing an immediate annuity or a deferred annuity.…
Required Minimum Distributions (RMDs) and what they mean
You've spent years saving for retirement, but you can't keep those funds in your account indefinitely. Generally, once you're 73* years old, you need to start pulling money out in…
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