Monthly Archives: July 2017

Prudential Restructures

  Published 07/24/2017 – by Brian Anderson In the latest restructuring move involving major life and annuity carriers, Prudential Financial unveiled a new organizational structure on July 20 intended to extend its customer reach and facilitate pathways to new markets. … Continue reading

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A Case Study in Long Term Care

Long-term care and the cost of care can be overwhelming for most. In the past, traditional stand-alone LTC policies were the only way to insure long-term care expenses. These days, there are more ways to obtain this valuable coverage – including … Continue reading

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Newlyweds Need to Think About Taxes

Spring showers bring summer flowers and weddings typically aren’t far behind. Newlyweds have a lot to think about and taxes might not be on the list. However, there is good reason for a new couple to consider how the nuptials … Continue reading

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Stretch it Out

One of the primary benefits of an Individual Retirement Account (IRA) is the ability to defer taxes. The longer the deferral the faster the IRA will grow. The idea of “stretching” your IRA is c concept that has been talked … Continue reading

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