jacobburkhart

What is an Annuity?

What you should know about them. Individuals hold about $2.2 trillion in annuity contracts; a tidy sum considering an estimated…

5 years ago

TIPS for Inflation

A look at these securities, in light of the Federal Reserve’s new outlook. This summer, the Federal Reserve made a…

5 years ago

Who Is Your Trusted Contact?

This vital investment account question should be answered sooner rather than later. Investment firms have a new client service requirement.…

5 years ago

The A, B, C, & D of Medicare

Breaking down the basics. Whether your 65th birthday is on the horizon or decades away, understanding the different parts of…

5 years ago

Why 5G Will Be the Key to the 4th Industrial Revolution

The interest in 5G is undeniable in the USA, a region where data consumption is doubling every year due to…

5 years ago

Eldercare Choices in the COVID-19 Era

Exploring your extended care options may be wise at this time. Given the threat of COVID-19, seniors today may be…

5 years ago

Stimulus Act Raises Dependent Care FSA Limits

What You Should Know  If you’re one of the Dependent Care Flexible Spending Account (FSA) beneficiaries, you may have probably…

5 years ago

Key Provisions of the CARES Act

Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. Recently, the $2 trillion “Corona virus Aid, Relief,…

5 years ago

How Women Can Prepare For Retirement

A practical financial checklist for the future. When our parents retired, living to 75 amounted to a nice long life,…

5 years ago

Tax Efficiency in Retirement

What role should taxes play in your investment decisions? Will you pay higher taxes in retirement? Do you have a…

5 years ago

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