Articles by Justin:

The Benefits of Return of Premium for Long-Term Care Insurance

Thanks to advancements in science and technology, Americans are living longer. While this is objectively...

A multigenerational family sits on a couch.

Simple Guide to Inherited IRAs for Spouses and Non-Spouses

Being named as the beneficiary of an individual retirement account (IRA) is a testament to the deep love...

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Dealing With Inheritance Tax: How to Maximize Your Legacy for Beneficiaries

Wanting what's best for your loved ones is natural, and leaving an inheritance can demonstrate your...

A multigenerational family.

Does Passive Income Affect Social Security Benefits?

Would you like to earn money while sipping coffee on your porch, spending time with your grandchildren,...

A couple in their 50's relax in their home on the living room couch, enjoying reading and surfing the internet on their mobile touchscreen phones and computer tablet.

Do Life Insurance Beneficiaries Have to Pay Taxes on Inheritance?

This information is intended for educational purposes only and should not be considered tax advice....

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Qualified and Nonqualified Annuities: What to Know as You Plan Your Financial Future

Retirement dreams and aspirations are as unique as the individuals who hold them. No matter the...

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Navigating Annuity Payout Options

At first glance, annuities might seem complicated, but they don't have to be. As contracts between you...

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Types of Annuities Explained: Evaluating Your Retirement Income Options

Although many people carefully calculate the amount of money they'll need to live comfortably in...

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How Are Annuities Taxed for Retirees?

For decades, Florida has been a destination for retirees. In 2021 alone, the Sunshine State's glistening...

An older couple writes on papers.