Author name: executivebenef

If you are mulling over in your mind your list of tangible assets, savings accounts, and creating your will, you […]

Because it’s tax time, our clients have been asking questions about how taxpayers ages 65 and older can make the

It is not surprising that people tend to compare their financial situation during retirement to others, because money is highly

When you withdraw your first RMD may impact your taxes. You may wonder how that can happen, and with tax

It is not surprising that the thought of retiring is overwhelming to many due to major life shifts. This could

Some clients have asked us what the difference is between having a life insurance policy that benefits their family, and

There is no one “ideal retirement.” But there are many ways to have a happy retirement if you have reflected

We frequently write about longevity and how important it is to have savings we don’t outlive. And while we’ve always

Years ago, it seemed as if the only reason to purchase life insurance was simply to make sure loved ones