Create a complete Medicare action plan with this easy-to-use worksheet.

While hospice care provides end-of-life comfort and support for patients who have a limited life expectancy, home health care focuses on helping patients recover from a medical condition that prevents them from leaving home. But that's not the only difference.

Many clients come to us with a retirement account, like a 401k or IRA, and they need to make that money last. Today, we’re tackling a common example: how much income would a $250,000 annuity pay per month?

June is Annuity Awareness Month, and we are continuing our annuity-focused content with a special case study from agent Patty Gogerty.

If you’re considering a 401(k) rollover or transitioning from a bank CD, here are some important annuity dos and don’ts for baby boomers.