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Annuities offer tax-deferred growth, lifetime income, and probate avoidance.

Learn what an annuity is, how it works, and its types, including fixed, indexed, and variable annuities.

Annuities are not FDIC insured because they are not bank products. Their safety depends on the financial strength of the issuing insurer.

Annuities offer tax-deferred growth, lifetime income, and probate avoidance.

Learn what an annuity is, how it works, and its types, including fixed, indexed, and variable annuities.

Annuities are not FDIC insured because they are not bank products. Their safety depends on the financial strength of the issuing insurer.

Learn about 1035 exchanges for annuities.

2024 begins the biggest surge in retirement-age population in the nation's history known as "Peak 65" or "Silver Tsunami."

Learn about the rise of Auto-IRAs, run by states to help solve the retirement crisis in America.

Understanding ownership in a revocable trust and key roles involved, including grantor, trustee, and beneficiaries.

Find out if a Healthcare Power of Attorney (POA) needs to be notarized.

These celebrities did not have a will and caused significant headaches for their loved ones and heirs with potentially unintended outcomes. Get a will to make it easier on your loved ones.

Learn about the relationship between interest rates and inflation. Inflation is neither "bad" nor "good.

Learn about common retirement planning mistakes made by people, including financial advisors.

See which states saw the most Americans move and leave to another state from 2020 to 2022, including the pandemic.

Read about changes to various state taxes in 2024. Your state could be on the list.

What's the difference between an estate tax and an inheritance tax? Not every state has either, but some do. Maryland has both.

Twelve states have estate taxes, while six states have inheritance taxes. What about your state?

Read about secrets to living over a hundred years old. Netflix documentary talks about five Blue Zones and their common habits.

2024 begins the biggest surge in retirement-age population in the nation's history known as "Peak 65" or "Silver Tsunami."

Two main types of life insurance: term and permanent.