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A Lost Insurance Policy With You As Beneficiary – What Happens?

Posted on April 3, 2011 by bobrichards

Suppose you were told long ago that you were the beneficiary of a relative's life insurance policy or more commonly, you are the beneficiary of a … [Read more...]

Retirement Annuity Help Keep Future Options Versatile

Posted on March 29, 2011 by bobrichards

Most seniors want consistency and safety in their financial assets. A retirement annuity offers these vital features apart from other benefits, … [Read more...]

Social Security Benefits Husband and Wife

Posted on March 15, 2011 by bobrichards

Can a Wife or Husband draw from the other's Social Security benefits? Yes. Let's look at a few different situations.  Note that we have no intent to … [Read more...]

Reduce Taxes on your Individual Retirement Account

Posted on March 12, 2011 by bobrichards

The Individual retirement account offers a means to help save for retirement. As an inducement to use it, you can deduct your contributions to it … [Read more...]

Tax Shelter from Life Insurance

Posted on March 9, 2011 by bobrichards

Making certain that a family can make it through the death of its bread-winner is the main purpose of life insurance coverage. Over the years, … [Read more...]

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Recent Posts

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