Understanding Long-Term Care Insurance

by Julie Long | May 22, 2025 | General, Investment, Retirement

What is long-term care?Most people associate long-term care with the elderly. But it applies to the ongoing care of individuals of all ages who can no longer independently perform basic activities of daily living (ADLs)–such as bathing, dressing, or...

Bypassing Probate

by Katie Brown | May 8, 2025 | General, News

Bypassing ProbateYou may have heard about the horrors of probate, but in truth, probate has gotten an undeservedly bad reputation, especially in recent years. If you bypass probate, your estate will go to your beneficiaries without any court proceeding, and you may...

Exceptions to the 10% Early-Withdrawal Penalty

by Katie Brown | May 1, 2025 | General, Retirement, Tax

Exceptions to the 10% Early-Withdrawal PenaltyWithdrawing taxable funds from a tax-deferred retirement account before age 59½ generally triggers a 10% federal income tax penalty, on top of any federal income taxes due. [Distributions from Section 457(b) plans are...

A/D Juicebox Hello Spring: Planting Seeds for Future Wealth! – April 9th

by Katie Brown | Apr 24, 2025 | General, News

A/D Juicebox Hello Spring: Planting Seeds for Future Wealth! We are happy to present our A/D JuiceBox Webinar Series. JuiceBox will provide current events, financial planning strategies, taxes, investments, and general business updates. Disclosures: The opinions...

Tax Planning for Annuities

by Katie Brown | Apr 19, 2025 | General, Tax

Tax Planning for Annuities Favorable tax treatment is one of the main reasons for buying an annuity. But what exactly are the tax benefits? And are there any drawbacks? It’s important to know the answers to these questions before deciding whether to purchase an...