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Life insurance saves big dollars when properly place in a Trust.

"In a 60/40 portfolio, replacing part of the bond allocation with a Fixed Index Annuity can enhance income guarantees without sacrificing growth. In a 50/30/20 plan, the 20% cash portion could be partially allocated to an FIA, increasing income potential while maintaining liquidity."

The Buy-Sell Agreement power in the plan.

Highly compensated people keeping pace with insuring the maximum amount of their earnings.

Elderly parent's long term care costs cause adult kids to learn and plan for theirs.

Every day you receive 86,400 seconds. Spend them well—or lose them forever. Mastering time is the most important investment you’ll ever make.

Great leadership isn’t found solely on a balance sheet. Great2Greatest explores how integrating Mind, Body, and Soul transforms successful leaders into people of lasting impact, clarity, and purpose.

Pre-1933 U.S. gold and silver coins are more than precious metals—they are historic assets with unique privacy, tax, and diversification benefits that still matter today.

Women over 50 can boost future Social Security benefits by replacing low-earning years with higher wages today—especially as the wage base limit rises.

The silver market is tightening as supply falls and industrial demand surges—while Dubai’s new tokenized silver model is transforming how investors can own the metal.

When it comes to your financial future, being smart with money is good— but being beneficial with money is transformational.

Annuities have evolved far beyond lifetime income. Today they offer protected growth, tax-deferred earnings, estate advantages, and customizable benefits that help safeguard your retirement and your family. Discover why they remain a powerful cornerstone for millions of Americans.

I just might be a collector of voices and voice tone. Here’s what I mean. Early in our marriage my wife and I moved from Wisconsin to Missouri for a job promotion. After 4 years there we moved back to Wisconsin (our home state), actually moving back to our hometown after being gone from there for over 10 years. With this came friendly encounters with old friends. In this case these encounters were at church, the grocery store, picking out a Christmas tree, etc. They weren’t p

Missing your RMD can lead to steep penalties. Learn why it’s your responsibility—not your custodian’s—to stay on top of your distribution amount and how early planning can save you money and stress.

Your financial future depends on answers only you can give. These 40 rarely asked questions challenge how you think about taxes, longevity, risk, and retirement security.

Many Americans misunderstand Social Security—especially when it comes to claiming age, longevity, and future benefits. Here’s what the data actually shows.

As nonprofits navigate excise taxes and retention challenges, life-insurance-based executive benefit strategies are becoming essential tools for attracting and keeping top talent.

Fixed Index Annuities (FIAs) give retirees a powerful way to increase stability, protect principal, and improve long-term retirement success. As shown in the case study below, adding an FIA to a retirement plan can significantly boost the probability of success by offering market-linked growth, downside protection, and greater flexibility. In a world of increasing longevity and market uncertainty, FIAs provide retirees with confidence and a more predictable financial future.

Choosing between a Roth IRA and a Roth 401(k)? Both offer powerful tax benefits, but the right option depends on your flexibility needs, investment choices, and long-term strategy.

From wills and powers of attorney to business succession and life insurance, estate planning is more than transferring assets—it’s creating clarity and protection for the future.