Articles

The Business Cycle

Tip: Not Smooth. During both recessions and expansions, the economy can go through brief reversals in economic activity. A recession may include a short period of expansion followed by further decline; an expansion may include a…

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Estate Management Checklist

Do You Have A Will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do…

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Critical Estate Documents

Financial Documents Joint Ownership Durable Power of Attorney Living Trust What does it do? Enables you to own property jointly with another person Authorizes someone to handle legal and financial decisions if you become incapacitated…

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9 Facts About Social Security

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the Web site, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We…

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9 Facts About Retirement

Tip: Nearly 80% of workers expect to work for pay in retirement, but only 29% of retirees actually have done so. Source: 2017 Retirement Confidence Survey, EBRI Retirement can have many meanings. For some, it will…

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What Is An Annuity?

Tip: Still Selling Strong. In 2017, investors purchased $192.1 billion in annuity contracts. Most of this capital—$108 billion—went into fixed annuities. Source: LIMRA, 2018 Individuals hold about $2.2 trillion in annuity contracts; a tidy sum considering an estimated…

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