Nicki A. Biamonte, LUTCF, CLTC & Thomas C. Wilson, RICP, LUTCF
Articles
Welcome to our research center! We've put together a library of information
on important financial topics that we believe you'll find helpful.
Simply click on one of the general financial topics below and you'll find a
selection of easy-to-understand information sheets about related financial
concepts and strategies. This information is updated regularly to reflect the
latest facts, figures, legislation, and economic trends.
Retirement
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Greater demand is being placed on the Social Security system as the baby boom generation has begun to retire.
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The Social Security Administration’s retirement estimator gives estimates of your future benefits based on your actual Social Security earnings record.
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When receiving money accumulated in your employer-sponsored retirement plan, you have two options: lump sum or annuity.
Tax Planning
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Consider a trustee-to-trustee transfer to an IRA versus a lump-sum distribution from a workplace retirement plan.
Cash Management
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Here are some smart ways to refinance your home.
Risk Management
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Term life insurance differs from permanent forms of life insurance in that it offers temporary protection.
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To help you choose insurance wisely, determine how much coverage and what kind of policy is best for your situation.
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Consider additional liability insurance to help protect you from the potentially devastating effects of liability lawsuits.
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Selecting health insurance is often one of the most important decisions you will make. Do you know the different types?
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Using a financially sound insurance company is an important part of ensuring your family’s financial security.
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