News & Articles

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Linked-Benefit Long-Term Care Policies: A Smart Alternative to Self-Insuring for Long-Term Care Expenses

December 11, 2020 | Categories: Retirement Income

If you have considered long-term care insurance (LTCI) but are reluctant to purchase a product you feel you may not need, consider linked-benefit long-term care products.

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IRS Benefit Plan Limits for 2021

December 11, 2020 | Categories: Retirement Income

On October 26, 2020, the Internal Revenue Service released Notice 2020-79, announcing cost-of-living adjustments that affect contribution limits for retirement plans and retirement accounts in 2021.

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Estate Planning Checklist

By: Ardis L. Black, JD | December 11, 2020 | Categories: Retirement Income

The following checklist may be helpful in organizing your financial and estate planning information.

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