bond certificates

Making Sense of Bonds and Rising Rates

As the Fed plans to push up interest rates, are you wondering if you should sell your bonds for stocks? Learn why rising rates are not necessarily a bad thing for a diversified, long-term investment portfolio. more >
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Reverse Mortgage Strategies

A reverse mortgage can be a good way to supplement retirement income. Talia Pierluissi explains reverse mortgages and describes strategies to potentially help retirees reduce the risk of running out of money too soon. more >
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Divorce Disability Insurance

When working through a divorce settlement, it’s important to factor in the possibility of a permanent disability impacting support payments. Special divorce disability insurance may help assure continuity and peace of mind. more >
Michael Glowacki

Meet Michael Glowacki

Michael Glowacki has spent years coaching clients to visualize what they want from life so they can achieve it. As you prepare to set your New Year’s resolutions, read how you, too, can create your vision for success in 2017. more >
Income tax return form

Year-End Income Tax Planning

Republican income tax proposals to reduce rates at the top end and cap itemized deductions make year-end tax planning as important as ever. Ray Edwards details strategies to potentially minimize your tax bill. more >

The End of Estate Taxes?

Even if the new Republican-held White House and Congress repeal the estate tax, the question of how long it will last and other uncertainties still make estate planning a good idea. Clay Stevens explains why. more >