4 Reasons to Own an Annuity
Now that the Powerball winner has come forward to claim her prize of $758 million (before taxes), you can’t turn on the television or radio without hearing the word “annuity.” The winner of the lottery had a very important choice to make, and that was whether to an after tax lump sum, or the pay […]
Life Insurance Awareness Month
I was Driving down the Mass Pike this past weekend and saw a billboard that really caught my attention. It read, “We spend more time liking Facebook posts than we do planning for retirement.” Isn’t that the truth? Part of a good overall financial plan is to have enough in retirement, but it’s just as crucial […]
3 Things You Need To Know When Planning For Retirement
Introduction:For most of my adult life and career as a broadcast journalist, I focused on daily challenges and deadlines. I worked really hard as a consumer reporter and advocate, protecting people from scams and rip-offs, providing information and advising them on what NOT to do; how NOT to waste their money. Now, after retiring from […]
The Four Main Steps to the Probate Process
INTRODUCTION: Probate is a legal proceeding conducted by a state court that oversees and manages the distribution of your property and estate after you die. Probate rules vary from state to state, but the main purpose of probate is to clear title ownership on your property so that it can pass from you to your […]
Annuity Awareness Month in Massachusetts
June is annuity awareness month. How did this come about and why? In 2015, The Commonwealth of Massachusetts proclaimed June Annuity Awareness Month, to “educate consumers on annuity benefits, support them in considering annuities… and encourage them to seek professional advice for implementing annuities effectively in their income and legacy planning.”
The Big Lie of Retirement Planning
What if everything people were being told about retirement planning was not true?Well, maybe lie is too strong a word. Perhaps misleading is better… or outdated. There, that’s it; outdated. Everythig we’re being told about retirement planning is outdated. We’re all told to max out our 401k, 403b or other employer-sponsored plan. And when we’re done […]
Make Sure Your Assets Stay in the Bloodline: 7 Reasons For Setting up a Trust
INTRODUCTION: The list post is one of the most popular and readable blog formats on the web. It is composed of — you guessed it — a list, and includes short explanatory paragraphs about each item. Use your introduction as a way to tell the reader how this collection of ideas will help them. Keep […]