When can I retire? Can I afford to buy a second home? How much can I spend without jeopardizing my future? Should I exercise stock options now or wait? Read more…
Can You Get Out of an Annuity? What You Need to Know About 1035 Exchanges
The Short Answer : Can You Get Out of an Annuity? Yes—most annuities can be repositioned, even if you’ve held them for years. One option is a 1035 exchange, which allows you to transfer funds to a new annuity or certain insurance products without triggering taxes. The right choice depends on your Read more…
Planning for Retirement: 8 Steps to Take in Your 50s
As you enter your 50s, the idea of retiring one day starts to become more of a reality than a fantasy. But your working years aren’t behind you quite yet, even if your retirement age feels so close you can taste it! Read more…
Planning for Retirement: 7 Steps to Take in Your 40s
Making a plan for retirement is about more than maxing out your 401(k) contributions and taking advantage of employer matches—although that’s a good place to start. Read more…
