The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

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Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.