Articles by Liz:

Estate Tax vs. Inheritance Tax: What’s the Difference?

Estate planning involves preparing to leave a legacy after you're gone, typically by transferring your...

A multigenerational family sitting in a park.

Annuity vs. IRA: What’s the Difference?

Planning for retirement is a journey filled with important decisions. Your main focus is likely ensuring...

A couple takes a selfie while sitting on the ground.

Annuity vs. 401(k): Which Option Complements Your Retirement Goals?

Planning for a comfortable retirement is a journey full of important decisions. You want to have a...

A couple holds hands on a beach.

Will vs. Trust: What’s the Difference?

You've likely accumulated assets throughout your life, whether you own a home, bought a car, or built...

An older couple walks on a beachside promenade.

National Financial Awareness Day: 7 Goals to Set for 2024

National Financial Awareness Day, celebrated each year on August 14 since 2019, isn't just about knowing...

A couple embraces while using a laptop.

What Is a Mini Retirement?

People are increasingly challenging the traditional concept of retirement. As work-life balance becomes...

Senior couple smiles while looking at papers at their kitchen table.