Money

Retirement

Estate Planning

Why don’t 62% of American’s have a Will or an Estate...

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A will is a legal document that clearly outlines your wishes regarding the distribution of your assets and the care of your children after...

Here’s Why You Should Pay Attention to the Proposed Changes to...

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You probably already know that the U.S. tax code got a bit of an overhaul in 2017. Under the previous administration, tax rates for...
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Investing

Annuities

Pacific Life Index Foundation Fixed Indexed Annuity Review

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Fixed Index Annuities are contracts between the annuitant and an insurance company in which the insurance company promises to credit interest based on the...

There’s more to the 4% rule

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We are now living in a dynamic world that is evolving rapidly. To keep up with the advancements, we must ensure that we do...

Inflation is at a 30-year high. How to protect your retirement from inflation?

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Prices do rise, and a marginal rise in the price of goods is often considered a healthy practice by economists. But, it becomes unhealthy...

Allianz Core Income 7 Fixed Indexed Annuity Review

Introduction In this article, we will discuss in-depth the Allianz Core Income 7 Fixed Index Annuity. It is the second most popular Allianz Fixed Indexed...
Annuity Taxation

Annuity Taxation

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Like most people, you may know that one of the main features of an annuity is that it’s tax-deferred. Annuities can an excellent way...

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