Broker Check

Blog

Tuesday, August 20, 2019

1-Minute Video: A “Living Trust” is a trust you created that is active while you are alive versus a Testamentary Trust which becomes active at your death. When you create a Living Trust, you ensure that your assets will be...

Monday, August 19, 2019

1-Minute Video: The durable power of attorney is a legal document that allows a trusted person to act in your place if you’re incapacitated. If you are unable to act on your own due to accident or illness, they can step in to...

Thursday, August 15, 2019

1-Minute Video: A Living Will can also be called an Advance Health Care Directive. It is a legal document instructing what actions should be taken if you are unable to make decisions due to illness or incapacity. Medical intervention...

Monday, August 12, 2019

1-Minute Video: What are annuities and how do they work? Annuities are both a savings and an income investment that pays out over a period of time. It’s actually a steam of income you can’t outlive. An annuity is a flexible...

Wednesday, May 29, 2019

1-Minute Video: What is the real cost of identity theft? It goes beyond just financial loss. In the past, identity theft happened when someone stole your wallet or picked through your trash or your mail. Today's theft is much more...

Show All

Thursday, May 23, 2019

1-Minute Video: As life expectancy has grown, your retirement now can last between 20 and 30 years. So Social Security planning is critical, no matter how much money you have. It can make a difference of hundreds of thousands of...

Monday, May 20, 2019

1-Minute Video: What are required minimum distributions and how are they determined? Beginning at age 70.5, you must begin to withdraw money from your retirement accounts every year. The amount is determined based on your life...

Friday, May 17, 2019

1-Minute Video: We all think we know the basics about Social Security, but do we really know how different the benefits can be? The standard retirement age is between 65 and 67, depending on your birthday. Your monthly income, also...