Our Blog
Be sure to check out our FAQs and Learning Center content if you want to learn the basics.
Be sure to check out our FAQs and Learning Center content if you want to learn the basics.Latest
By Alex N.J. ChooSep 14, 2024
Fixed Rate Annuity vs. CD
Learn about fixed annuities vs. bank CDs. A fixed annuity may offer more competitive interest rates than a CD or bond.
By Alex N.J. ChooSep 14, 2024
Immediate vs. Deferred Annuity: Understanding the Differences
Understand the differences between immediate and deferred annuities, including how they work, their benefits, and key factors to consider.
By Alex N.J. ChooSep 14, 2024
What Is a 1035 Annuity Exchange?
Learn about 1035 exchanges for annuities.
AnnuitiesMore Annuities articles >
By Alex N.J. ChooSep 14, 2024
Fixed Rate Annuity vs. CD
Learn about fixed annuities vs. bank CDs. A fixed annuity may offer more competitive interest rates than a CD or bond.
By Alex N.J. ChooSep 14, 2024
Immediate vs. Deferred Annuity: Understanding the Differences
Understand the differences between immediate and deferred annuities, including how they work, their benefits, and key factors to consider.
By Alex N.J. ChooSep 14, 2024
What Is a 1035 Annuity Exchange?
Learn about 1035 exchanges for annuities.
SavingsMore Savings articles >
By Alex N.J. ChooSep 14, 2024
What Is a 1035 Annuity Exchange?
Learn about 1035 exchanges for annuities.
By PlanEasy TeamJan 22, 2024
Peak 65 Silver Tsunami
2024 begins the biggest surge in retirement-age population in the nation's history known as "Peak 65" or "Silver Tsunami."
By PlanEasy TeamJan 20, 2024
Rise of Auto-IRAs
Learn about the rise of Auto-IRAs, run by states to help solve the retirement crisis in America.
EstateMore Estate articles >
By Alex N.J. ChooSep 10, 2024
Who Owns the Property in a Revocable Trust?
Understanding ownership in a revocable trust and key roles involved, including grantor, trustee, and beneficiaries.
By Alex N.J. ChooSep 6, 2024
Does a Healthcare POA Need to Be Notarized?
Find out if a Healthcare Power of Attorney (POA) needs to be notarized.
By PlanEasy TeamJan 12, 2024
$2BN Up in Air (Heir?)
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.
Retirement IncomeMore Retirement Income articles >
By PlanEasy TeamJan 7, 2024
Relationship Between Interest Rates and Inflation
Learn about the relationship between interest rates and inflation. Inflation is neither "bad" nor "good.
By PlanEasy TeamAug 24, 2023
Top 6 Mistakes Retirees Makes With RMDs
Learn about common retirement planning mistakes made by people, including financial advisors.
By PlanEasy TeamJan 16, 2023
Where are Americans Moving?
See which states saw the most Americans move and leave to another state from 2020 to 2022, including the pandemic.
TaxesMore Taxes articles >
By PlanEasy TeamJan 14, 2024
2024 State Taxes
Read about changes to various state taxes in 2024. Your state could be on the list.
By PlanEasy TeamJan 22, 2023
What’s the Difference Between Estate Tax and Inheritance Tax?
What's the difference between an estate tax and an inheritance tax? Not every state has either, but some do. Maryland has both.
By PlanEasy TeamJan 22, 2023
Twelve States Have Estate Taxes; Six States Have Inheritance Taxes
Twelve states have estate taxes, while six states have inheritance taxes. What about your state?
HealthMore Health articles >
By PlanEasy TeamJan 24, 2024
Feeling Blue: Keys to Living Over 100 Years Old
Read about secrets to living over a hundred years old. Netflix documentary talks about five Blue Zones and their common habits.
By PlanEasy TeamJan 22, 2024
Peak 65 Silver Tsunami
2024 begins the biggest surge in retirement-age population in the nation's history known as "Peak 65" or "Silver Tsunami."
By PlanEasy TeamSep 30, 2023
How to choose life insurance
Two main types of life insurance: term and permanent.