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In this article, we discuss ways to get the most from permanent life insurance.
The stereotype of the ambition less adult child living in their parents’ basement is firmly entrenched in American culture. A less predictable scenario is the married college graduate with two children and an established career who still relies on their parents to help pay bills. Yet this is a reality for nearly half of parents from the baby boomer generation.
In 2022, more than 2.4 million people became the victims of financial fraud, losing a total of nearly $8.8 billion, according to the Federal TradeCommission. People of all ages lost money, but the amount was highest for people over 50, and it increased in correlation with the victims’ ages. In other words—and not surprisingly—as we age, we are more likely to be taken advantage of financially.
During her long marriage, Brenda Frank, 82, says she paid “absolutely no attention” to family finances. The former real estate agent left all the details to her husband, even in the years after he retired, when she was still working. So when he asked for a divorce, 12 days before their 56th anniversary, she was unprepared for what came next: a settlement process that, she says, left her with much less than she thought was fair.
The birth of your first child is a wonderful time to start thinking about or reviewing your financial plan. Often, a new child will spark conversations about wills, savings, retirement, education, and household budgets. This checklist can help you understand some of the most important steps to take.
When aviation executive Richard J. “Jet” Vertz turned 65, he retired because, he says, that’s what people in his industry did. He had no plans for the first day he woke up no longer employed—or for the weeks and months after that.
While it’s not something people like to think about, naming beneficiaries for your assets is critical to ensuring that your loved ones are taken care of when you are gone. Watch to learn about the types of assets that should have named beneficiaries, as well as how often you should review your designations.
This webinar recording is a comprehensive discussion around planning for retirement. We discuss Social Security benefits, healthcare planning with Medicare, creating income in retirement, and asset allocation strategies.
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