Life Insurance Made Simple In all its forms life insurance has one core benefit – it pays an income-tax-free death benefit directly to your beneficiary when you die. Life insurance also gives you options that can reduce taxes immediately, build tax-advantaged income for retirement and/or provide assets to offset estate taxes. The two major types… Continue reading Life Insurance Types Explained
Category: General
Reverse Mortgages Giving Seniors Extra Living Cash
Reverse Mortgages Satisfy Broad Range of Needs for Senior Homeowners William and Betty Ellis of Vancouver, WA, needed home modifications to make life more comfortable for Mrs. Ellis after she suffered a debilitating stroke. John and Helen Foy wanted to cruise the Pacific Coast Highway on their Harley-Davidson. What do these two seemingly unrelated stories have… Continue reading Reverse Mortgages Giving Seniors Extra Living Cash
Grandparents Raising Grandchildren
Financial Advice for Grandparents Raising Grandchildren For many people who have already raised their children, becoming a grandparent is a welcomed new era. However, many grandparents who are approaching or are already in retirement are suddenly finding themselves reliving parenting and the associated financial challenges. This time, however, they are responsible for raising their grandchildren. … Continue reading Grandparents Raising Grandchildren