How to Make the Right Life Insurance Choices for You and Your Family
The purchase of life insurance is one of the most important protections that you can put in place to protect your family and the life you are building in the event that you pass away unexpectedly. It’s one of those things that people generally know they need, but don’t know when to purchase, or how […]
Inherited IRA Rules and their Financial and Tax Implications
Over the next twenty years, younger generations are likely to inherit retirement accounts in large amounts. In fact, during those two decades, it is expected that Baby Boomers will transfer $30 trillion in wealth. Some of those assets will be in retirement accounts like 401(k)s and Individual Retirement Accounts (IRA). While the younger generation is […]
Take a Breath: How to Prepare Your Finances for the Future
We are now about 7 months from the beginning of “lockdown” that began in mid-March in Birmingham. The novel coronavirus and global pandemic have brought about such a swift change in just about every aspect of daily life, and there is little known about what the next 6 months to a year will hold. There […]