Taxes On Social Security
Our Clients have come to us asking why they are paying taxes on their Social Security income when they thought it would be tax-free. It ...
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Bonus Senior Tax Deduction
Because it’s tax time, our clients have been asking questions about how taxpayers ages 65 and older can make the most of the temporary $6,000 ...
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Joint and Why Not?
We’ve received some questions lately regarding joint ownership of an annuity, and why it can’t be done in qualified accounts. Joint ownership of an annuity ...
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Not Surprising
It is not surprising that the thought of retiring is overwhelming to many due to major life shifts. This could include financial uncertainty, loss of ...
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It’s That Time of Year
Since January is a popular month for email scams, here are some tips to help avoid them and keep the good times going all year ...
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Preparing for the Future
Some clients have asked us what the difference is between having a life insurance policy that benefits their family, and having an annuity policy that ...
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