Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a month-by
Your need for life insurance changes as your life changes. When you're young, you typically have less need for life insurance, but that changes as you take on
Too many people just don’t have it, but your financial professional can help
April is National Financial Literacy Month – an entire month dedicated to
Favorable tax treatment is one of the main reasons for buying an annuity. But what exactly are the tax benefits? And are there any drawbacks? It's important to
It’s not simply a matter of working harder; it’s much more about using your non-financial skills and talents in new ways to bring you prosperity and a greater
When it comes to investing, many people associate risk with losing money. But investing entails different types of risk. Understanding each type -- and the
Self-employment is the opportunity to be your own boss, to come and go as you please, and oh yes, to establish a lifelong bond with your accountant. If you're
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you
Life insurance may be a cornerstone of a sound financial plan, providing potential financial stability to a surviving spouse, children, or other family members
Sometimes, even highly-compensated individuals may find it difficult to achieve long-term success when it comes to managing their personal finances. Although
As the earliest baby boomers begin to enter retirement, the various income guarantees and other living benefits offered through variable annuities (VAs) are