Category Archives

Leave A Lasting Legacy with an Inherited IRA

Establishing an Individual Retirement Account (IRA) is a great way to build retirement assets and being able to designate beneficiaries simplifies the issue of passing it on after death. However, a lot can happen once it is passed on to the primary beneficiary (usually the spouse) and beyond to contingent beneficiaries (the children) that can produce harmful, unintended consequences. If leaving a legacy that can endure is your goal, simply naming beneficiaries on your IRA is not the way to go.

Where Should You Focus Your Upcoming Outreach Efforts?

Financial professionals are constantly looking to expand their client base and help more people properly prepare for the future.

Health Care Costs Continue Rising for Retirees

Retirement can be expensive, and with people living longer than ever, the costs keep going up.