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 >
Disabled Father play with his little son and daughter

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 >
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 >
Estate Planning and the Election

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 >
sudden-money

Struck Money? Here’s What To Do Next

While becoming a self-made millionaire is a dream for many, the reality of sudden wealth can actually bring with it a myriad of challenges that some may not know how to deal with. more >