Articles for you

Saving for retirement and a child's education at the same time

You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is,... Read the full article

Life insurance at various life stages

Your need for life insurance changes as your life changes. When you're young, you typically have less need for life insurance, but that changes as... Read the full article

Taxation of investments

It's nice to own stocks, bonds, and other investments. Nice, that is, until it's time to fill out your federal income tax return. At that point, you... Read the full article

Annuities and retirement planning

You may have heard that IRAs and employer-sponsored plans (e.g., 401(k)s) are the best ways to invest for retirement. That's true for many people,... Read the full article

529 plans: The ins and outs of contributions and withdrawals

Section 529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it.... Read the full article

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... Read the full article

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Paul Daniel Franco