News & Insights

Silver Sneakers 101

Once you turn 65, the world of Medicare opens to you, and you also gain access to its offshoot supplemental programs. You likely know about Part A, Part B, Medicare Advantage, and other sections, but […] Read More

Managing money as a couple

When you marry or simply share a household with someone, your life changes—and your approach to managing your money may change as well. The good news is it’s usually not so difficult. At some point, […] Read More

Pickleball in retirement

Staying active in retirement Over the last couple of years doctors have made clear the benefits of regular physical activity, especially for older adults. In fact, adults 65 and older gain substantial health benefits from […] Read More

Social Security: The elephant in the room

For most Americans, Social Security has represented nothing more than some unavoidable payroll deduction with the positively cryptic initials of “FICA” and “OASDI” (Federal Insurance Contributions Act and Old Age, Survivors and Disability Insurance). It […] Read More

Grantor retained annuity trusts (GRATs)

Suppose your financial objectives include income and leaving a legacy for your heirs. In that case, it’s essential to work with a financial professional familiar with your many options, including older tools. Grantor retained annuity […] Read More

How to invest in LGBTQ+ friendly companies

On a sunny Friday in June of 2015, the Supreme Court of the United States made a monumental decision in Obergefell v. Hodges, which drastically changed the country’s social and financial landscape. Same-sex couples celebrated, […] Read More

When life insurance becomes taxable

In 1900, the average life expectancy of a newborn was only 32 years old. By 2025, that number more than doubled to 73 years, and the trend is expected to continue.1,2 Living this long may […] Read More
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