Managing Finances

Managing Finances with a Terminal Illness

Managing Finances with a Terminal Illness Updated: November 19, 2021 Although most people are reluctant to think about it, estate planning is a crucial part of end-of-life finances. While you may think of estate planning as a way to protect your assets for your heirs, it is also about financial management for yourself. As detailed […]

Retirement Accounts

Retirement Accounts Updated: November 13, 2021 Employer Sponsored Solo 401(k) Individual Retirement Accounts Inheriting Retirement Accounts Retirement accounts contain money that you have set aside to use once you are retired. What makes these accounts different from other investments is that the federal government allows them to grow tax-free. However, you do not have easy […]


Annuities Updated: November 2, 2021 Annuities are one of the ways to receive income when you are retired. It is an agreement in which you (the annuitant) transfer property or assets to another person (the obligor) in return for regular payments to you. Annuities are essentially insurance that can protect you from the risk of […]