by ccordell12 | Dec 30, 2013 | Estate Planning, Resources for Retirees
When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in estate taxes. A FEW WORDS ABOUT TRANSFER TAXES The federal government taxes...
by ccordell12 | Dec 30, 2013 | Insurance, Planning for Retirement, Resources for Retirees
An annuity is a contract between you, the purchaser or owner, and an insurance company, the annuity issuer. In its simplest form, you pay money to an annuity issuer, and the issuer pays out the principal and earnings back to you or to a named beneficiary. Life...
by ccordell12 | Dec 30, 2013 | Insurance, Planning for Retirement, Resources for Retirees
It’s a fact: People today are living longer. Although that’s good news, the odds of requiring some sort of long-term care increase as you get older. And as the costs of home care, nursing homes, and assisted living escalate, you probably wonder how...
