1-800-346-7171
Whole Life is the “Smartphone” of Financial Products

Whole Life is the “Smartphone” of Financial Products

by William F. Rainaldi, CFP® Regional Vice President Things are a little bit different than they were when we were younger, and I think the smartphone is a perfect symbol of that. Think About It When I got my first cell phone, it was just a phone. The innovation was...
Social Security—A Single Life Only Benefit

Social Security—A Single Life Only Benefit

You look into the future. You picture yourselves as a couple who has worked together, accumulated your assets together, and combined your incomes to create your lifestyle for your “golden years.” It’s been a productive life and you live within your means. It appears...
Planning for College? Consider This Option

Planning for College? Consider This Option

Will your children or grandchildren be prepared for retirement in 40 to 60 years? Are they too young for you to think about that? Perhaps not. Can they count on Social Security? Can they count on their employer providing a retirement plan or the stock market...
The Dow Dips

The Dow Dips

“It was the scariest day on Wall Street in years.” That’s how CNN described the Dow dip that took place on February 5. However, the stock market is known for these “dips,” and the February 5 dip was not a once-in-a-lifetime event. So how...
When Tea for Two Becomes Tea for One…

When Tea for Two Becomes Tea for One…

We recognize that the cost of living is not going down. Yet, retirement plan distribution options often provide a smaller benefit to the surviving spouse. Even our Social Security benefits are reduced to the surviving spouse. So how can you help protect against loss...

Pin It on Pinterest