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3 Insurance Policies to Aid in Estate Planning

When it comes to estate planning, the focus usually rests on methods to avoid probate court and minimize tax assessments against your estate. Other...

10 Reasons to Continue Working After Retirement

When you picture yourself in your golden years, are you sitting on a beach, hitting the golf course, or working behind a desk? For...

Financial Planning Guide for Musicians & Performing Artists

In addition to having been a professional or semi-professional musician throughout my entire adult life, I've also served as a life insurance advisor and...

What Are Floating Rate Funds – Pros & Cons and Examples

Many types of mutual funds are primarily designed to pay income to investors in various forms. Some income funds invest in bonds, while others...

Investing Strategies for Active Duty Military Members

Military members are accustomed to significant challenges. Combat tours, deployments, and frequent transfers are just a few of the difficulties they face on a...

How to Prepare and Plan for Retirement

Whether your retirement is fast approaching or decades away, it is likely that you do not spend much time pondering what will happen when...

What Is a Spousal IRA – Rules, Eligibility & Benefits

If you are a stay-at-home spouse, it seems unfair that you can't build up a retirement account in your name. After all, one of...

7 Common Lies Told by Mutual Fund Managers and How to...

Is your mutual fund advisor stringing you along with a lie? Are you getting the facts, or a skillfully staged show full of smoke,...

Non-Qualified Retirement Plan – Definition, Benefits & Examples

Millions of employees save for retirement by deferring a portion of their compensation into an employer-sponsored, tax-deferred savings plan. The majority of these are...

8 Best Job Ideas for Retirees & Seniors

While at work, many of us dream of having time off to fill our days vacationing, playing golf, and relaxing with loved ones. But...

Early Retirement Planning: 6 Best Tax Efficient Investments

Early retirement...most of us want it, but few actually have the motivation and the know-how to get it. Just like a regular retirement, at or...