Insurance & Annuities

Often retirees own life insurance that they bought many years ago when their needs were different. The purpose of most […]

There has never been a financial product that was more misunderstood, misrepresented, or over-sold than an annuity. I am the […]

I was recently speaking to a client who has numerous relatives in their mid-90s to early 100s. We all pray […]

The fact that far fewer people are buying life insurance is a real head scratcher. I’ve been pondering this and […]

It’s been a while since I have written about everybody’s least favorite topic… long-term care (LTC). My last article on […]

Let’s face it, we all like one-stop shopping. Wouldn’t it be great if we could buy one policy that insured […]

Today’s article is written for my friends and clients who are still working. Earning a living can be very gratifying, […]

There is so much to be thankful for these days, including the probability that we will live longer than the […]