Life Insurance

Tax Implications of Losing a Spouse in Retirement: What Widows and Widowers Need to Know

Tax Implications of Losing a Spouse in Retirement: What Widows and Widowers Need to Know Losing a spouse is one of life’s most difficult experiences. In addition to the emotional impact, surviving spouses often face significant financial changes that can affect their retirement plan, income sources, and taxes. Many retirees are surprised to learn that […]

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My Universal Life Policy Is Failing

If you own a Universal Life Policy, there is a possibility that the policy is not doing what you had intended.  Even worse, the policy may be imploding on you.  In a previous article “Universal Life Insurance – A Ticking Time Bomb” I discussed how and why such a policy may be failing.  Don’t worry, Universal Life policies

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