by Blog Editor | Aug 29, 2014 | Personal Insurance and Financial Events - Life Stories
Do you have mutual funds? Many of us do, so this is certainly a heads up: Mutual fund investors’ tax bills have been on the rise again recently. The average capital gains distribution (a payment to shareholders of profits realized on the sale of a fund’s securities)...
by Blog Editor | Jan 30, 2014 | Personal Insurance and Financial Events - Life Stories
Hoping to live off an inheritance once you retire? The Future of Retirement, a global study from HSBC, indicates that many working-age people in the both the U.S. and worldwide are hoping to supplement their retirement income from an inheritance. It’s not a...
by Blog Editor | Dec 29, 2013 | Personal Insurance and Financial Events - Life Stories
It’s not cheap to be sick, especially very sick. For those facing a critical illness, medical bills and being out of work will create a financial disaster and a health crisis. Understand beforehand where money may come from to help you and your family deal with...
by Blog Editor | Nov 25, 2013 | Personal Insurance and Financial Events - Life Stories
A child born in 2013 that begins kindergarten in the fall of 2018 would attend college between the years of 2031 and 2035. If that child attends an average private four-year college, and if the annual price increases for private colleges experienced over the last 30...
by Blog Editor | Nov 18, 2013 | Personal Insurance and Financial Events - Life Stories
The Wall Street Journal recently published the article “So You Think You’re Ready for Retirement.” It was actually a 20-question quiz to help you determine if you are ready for retirement. Some of the questions were very thought provoking.Let me share five:What...