Barry E. Wirt, CLU, ChFC
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
How much can you afford to pay for a car?
How Long Will Your Funds Last?
How much do you need to save each year to meet your long-term financial goals?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.