Author: Joe Nafziger
Inheriting an Annuity: What Are Your Options?
Losing a loved one is never easy. Along with the emotions of grief, families are often left to sort through financial accounts and decisions that...
Is Long-Term Care Insurance Worth the Cost?
For many families preparing for retirement, one of the most overlooked—but potentially critical—decisions involves how to manage the cost of long-term care. It’s not the...
Elevate Your Charitable Strategy: Clumping Gifts with Donor-Advised Funds
Introduction: A Smarter Way to Give: Charitable giving is a meaningful way to support the causes we care about while potentially reducing tax liability. However,...
