As we mature and experience life, with its hurdles and rewards, we rarely contemplate long-term care (LTC) and the possibility that there may be a time when we’ll need it. The truth is, most of us feel invincible until our bodies give us a reason not to. Aging is cyclical.
Updated June 7, 2024, at 3:31 PM Every day, technology brings innovation across different areas such as communication, energy, medical, and more. We see it on the news across television, computers, and …
What happens when clients have an annuity they’ll never fully spend? Unfortunately, those leftover funds often become a tax burden for beneficiaries. With an annuity maximization strategy, clients can provide their loved …