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What Your Financial Legacy Means Today and Beyond

Considerations to Guide You Through

At some point, while traveling on the road to retirement, the concept of a financial legacy may have crossed your mind. You may have wondered what you are going to leave to your heirs and if it is even possible – after living through your golden years – to leave something valuable for your loved ones.

In general, throughout the population, the goal of creating a financial legacy is on an upswing. But, although the consideration is there, the statistics show that in recent years, the number of parents leaving an inheritance to their children has declined.

Topics: Retirement Plan Beneficiary Financial Legacy

Annuities 101: Make Your Retirement Income Last A Lifetime

Often we hear the word “annuity” when the winning Powerball ticket has a value of millions of dollars and everyone is dreaming about what they would do with their winnings – and they are asking each other, “Would you take the money in a lump sum or an annuity?”

If you’re like the majority of us who haven’t won the Powerball lottery, then you’re going to have to depend on a different type of annuity. Here are some annuity basics to help you gain a better understanding.

Topics: Annuities