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The Downside of Universal Life—Easy to Fix if you Stay Aware

Posted on March 9, 2013 by bobrichards

Universal life now accounts for 40% of life insurance sales. It's a leading choice because:   Your universal life plan will let you adjust your … [Read more...]

Study Shows Long-term Care - Though Needed - Is Often Too Costly for Seniors

Posted on March 5, 2013 by bobrichards

Paying for long-term care (LTC) poses a serious dilemma for seniors according to a recent study by Boston College's Center for Retirement Research. … [Read more...]

Retiring Soon? How To Defuse The Interest Only Mortgage Time Bomb

Posted on March 5, 2013 by bobrichards

The interest-only mortgage time bomb is set to go off for many people when they retire and could cause considerable damage to many people’s finances … [Read more...]

Stretch Your Pension to Two Lives

Posted on March 3, 2013 by bobrichards

When a person retirees from an employer with a pension plan, the retiree is typically offered to receive payments over his own lie or over the life of … [Read more...]

Steps Your Heirs Should Take After Death to Settle an Estate

Posted on February 28, 2013 by bobrichards

Steps Your Heirs Should Take After Death to Settle an Estate After a loved one's death, particularly that of a spouse, it's hard to focus on financial … [Read more...]

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Recent Posts

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  • Retired and Stocks Losing Value

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