Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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This calculator compares the net gain of a taxable investment versus a tax-favored one.

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.