Apr 15, 2020
COVID-19 and Coronavirus have been all over social media,TV, and the news—and with good reason. For some people, it can be deadly if contracted. Thankfully, the symptoms appear to be relatively minor for the great majority of people that have contracted this virus. ...
Jan 29, 2017
Family values, history, and personal heritage mean more than money as an inheritance. These results are from the 2012 Allianz Life American Legacies Pulse Study* which surveyed baby boomers (age 47 to 66) and “seniors” (age 72 and older). Allianz Life conducted a...
Mar 4, 2014
Health care has been the topic of discussion lately, but the greatest threat to your financial health is long-term care. This is the kind of care you need if you are not able to perform normal daily activities (such as eating, dressing, and bathing) without help, and...
Feb 27, 2014
Many retirees today worry about having enough money for their retirement. Of special concern is if there will be enough money to provide for the surviving spouse. This is called “shortfall risk,” and it is a valid concern. People are living longer and...
Feb 20, 2014
Many young families put off estate planning because they are young and healthy, or because they don’t think they can afford it. But even a healthy, young adult can be taken suddenly by an accident or illness. And while none of us expects to die while our family...
Feb 13, 2014
Many Americans have the misperception that estate planning is simply preparing for one’s death and is only necessary for the affluent. To the contrary, estate planning is as much about passing values to loved ones as it is about passing material possessions....
