October 02, 2024
Using Life Insurance as a Retirement Planning Tool
If you've already maximized your traditional retirement contributions and are looking for additional ways to save, cash-value life insurance can provide financial security and a tax-deferred opportunity to grow your savings.
Read more to see if this strategy could be a good fit for you
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
September 25, 2024
Here’s What You Can Do to Prevent Check Fraud
Check fraud is on the rise in the United States. Read this article for some best practices to help protect yourself from becoming a victim.
September 23, 2024
Healthy Economic Readings Now Supported by Fed Interest Rate Cuts
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
September 16, 2024
Determine How Life Insurance Fits in Your Financial Plan
Do you have more questions than answers about life insurance? If so, use this checklist to determine what is right for you and which solutions best suit your needs.
September 12, 2024
The 7 smartest ways to pay for college
Are you looking to save for your children’s college education but unsure where to start? Here are seven strategies you can consider to help pay for college.
September 10, 2024
The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Join our exclusive virtual seminar!
Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track.
Only those who register and attend can access the post-event recording, so don’t miss out!
September 05, 2024
And They're Off
As Election Day approaches, our Investment Strategy Group examines how presidential elections have historically impacted stock market performance in the medium to long term, offering key insights and challenging common assumptions.
September 03, 2024
Business Surveys Signal Sustained Economic Expansion
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
September 03, 2024
Life Insurance: It's Not Just for Income Replacement
At its core, life insurance protects your family against several potential worst-case scenarios. However, here are some alternate considerations to leverage the benefits of life insurance for individuals and families, especially those with significant wealth.
September 03, 2024
Using Life Insurance as a Retirement Planning Tool
Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.
August 28, 2024
6 Tax Planning Opportunities Before the TCJA Sunsets
The Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025. Here are six things to consider to help mitigate your possible potential tax risk.
https://tinyurl.com/yk8jjp2n
August 26, 2024
Evidence of Economic Resilience but Slower Growth Ahead
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
August 26, 2024
Generation Z: Different Values, Behaviors, and Perspectives
Gen Z is redefining financial habits with differing values, behaviors, and perspectives. Read more about these defining characteristics and important considerations Gen Z should think about with their financial planning, and how parents can assist.
August 21, 2024
529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education
There are several advantages to using 529 Plans to help fund a grandchild’s education, including:
- Contributions are treated as gifts, which removes assets from your estate, providing potential tax benefits.
- Allows for tax-deferred growth as all earnings are withdrawn tax-free when used for permitted education purposes.
- You maintain control of the assets, unlike other types of gifts, as funds can only be used according to the will and direction of the account holder.
Read more about these advantages and other considerations when using 529 plans to help fund education for the next generation and see if this solution is right for you.
August 20, 2024
A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll? Join our exclusive virtual presentation to learn how to navigate the Medicare process and to help you make informed decisions for your health coverage and finances. Featuring Tim O’Mara, Vice President with Nationwide’s Retirement Institute.
Sponsored by: Nationwide
