Resources

A long-term mentality is important when investing in the market, but if left unchecked, you could be subject to major volatility when the market drops. Are you prepared?

What is long-term care? Do you think you will need it? If so, how long do you think you will need it? How much do you think it will cost you? How will you pay for it?

Have you heard about fixed index annuities, but unsure what they are? Are they suitable for you? This guide helps you understand the advantages and costs of fixed index annuities, and how they compare to other annuities.

Roth conversions have been the popular way to move money from tax-deferred to tax-free for some time, but the IRA-to-IUL strategy is quickly becoming just as popular. Could it work for you?

With increased government spending and rising debt, taxes could become a huge threat! How can you use the right tax bucket to set you free of the looming tax problems?

Have you started to plan for the retirement you want? If not, you don't want to plan for retirement on hope or a "what-if". This checklist is a great tool to get started, and will help get you moving on the right path to a more secure retirement!