Lost 401k
As we approach year end we are frequently being asked about what we call “Lost 401k” accounts. Perhaps you changed jobs, or your employer went ...
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Americans Are More Afraid of Retirement Than Death
According to a national survey for LiveCareer in June, about 61% of working Americans are more afraid of retirement than of death. Why is this? ...
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Trusted Contact
We have been asked to explain the reason why some financial institutions ask for the name of a person that is often referred to as ...
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Retirement in Stages
One way to approach retirement is to think of it in stages. While retirement might seem like the final step of a journey, your goals ...
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Why?
We were recently asked why we believe that an annuity can help with your retirement strategy. Three reasons come readily to mind. The first reason ...
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TOD or POD
In the context of bank accounts and who their beneficiaries are, TOD means transfer-on-death, and POD means payable-on-death. These types of designations can play an ...
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