News & Insights

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

Estate strategies of the rich and famous

How the Queen of Soul, the Lizard King, and other celebrities determined their legacies Famous people are all too human. Tabloid newspapers and celebrity magazines and websites make bank chronicling their every moment, from going […] Read More

Inventorying your possessions

Only 47% of Americans have completed home a inventory, despite the fact that more than three million Americans were displaced by natural disasters in 2023, the most recent data available.1,2 It’s great to have insurance […] Read More
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