Where is Your Money Taking You?


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Posts — Category: Investment Strategies

Term vs. Permanent Life Insurance
InsuranceInvestment Strategies

Term vs. Permanent Life Insurance

According to industry experts, most people don’t have enough life insurance. LIMRA, which keeps close tabs on the industry, recently reported that average coverage equals $163,000, which is equivalent to

Traditional IRA vs. Roth IRA
Investment StrategiesRetirement Planning

Traditional IRA vs. Roth IRA

Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.1 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in

Annuities
Financial Wellness 101Investment Strategies

Annuities, Annuities, Annuities

Annuities are a frequently used product in a well-rounded retirement plan.  There are nuances and variables in the different types of annuities out there and it always depends on what