Estate conservation is too important to put off. Do you have a smart exit strategy? Historically, some very smart people haven’t been very smart about estate management. Done properly, estate management can provide a clear direction to heirs. Done poorly, it can lead to confusion and discord. Here are some wise—and not-so-wise—strategies the rich and famous have employed to manage …

Couples and individuals run into a dilemma when they start planning because life often gets in the way, putting their intentions on the backburner. I always say people do not need anything we do, or offer, until the day they need it! Can we still get it? This is a great question to ponder. Do we start our planning initiatives …

Those saving for retirement need to consider the vehicles that can best drive growth. Two common means of building a retirement nest egg are annuities and brokerage accounts. Which one is right for you? This largely depends on your situation and goals. Take a look at the comparison below to help guide your decision. Annuity Insurance company assumes the market …