Broker Check

Edelman Ed(ucation)

Edelman Ed(ucation) seeks to inform and educate readers about a variety of different financial topics. 

Retirement Plans for Small Businesses

Retirement Plans for Small Businesses

Looking for Retirement Benefits for your Employees? Choosing the right Plan can be tricky. Our experienced Benefits Advisors are here for you. See the Retirement Plans for Small Businesses by Invesco to learn more about your options. 

How to Start a Small Business: <br/>A Step-by-Step Guide for 2024.

How to Start a Small Business:
A Step-by-Step Guide for 2024.

There are many things to consider when starting your own business. It can be overwhelming at first, but with careful planning, your small business can flourish. Read this Guide from Business News Daily.

Download Our Retirement Dreamcasting WorkBook

Download Our Retirement Dreamcasting WorkBook

Care for your tomorrow self today. 

Download our Dreamcasting WorkBook to help prepare for Your Best Retirement! Capture your aspirations alongside your budget to get on track for your future. 

Business Professionals and&#160;Life Income Plans

Business Professionals and Life Income Plans

A Life Insurance Retirement Plan or Life Income Plan (LIP), allows you to use your life insurance policy's cash to supplement your retirement income. Click for more information on LIP for Attorneys, LIP for Dental Pros, and LIP for Physicians. Contact us for more information.

Life insurance, The Super Roth as a Roth IRA Alternative, and More

Life insurance, The Super Roth as a Roth IRA Alternative, and More

Indexed Universal Life Insurance (IUL) can be a powerful vehicle to get the same tax-free retirement income and growth as the Roth. IUL allows you to earn market-like returns without actually having the market risk.

How we help protect your future

How we help protect your future

There are different ways to hold—or custody—investors’ assets. Your financial advisor has established a relationship with SEI Private Trust Company because we provide custody services that focus on accountability, safety, and security.

Life Insurance + LTC Rider = Flexibility

Life Insurance + LTC Rider = Flexibility

Did you know you can get Life Insurance with a Long-Term Care Rider, enabling you to use the policy for either or both things? It’s good to have insurance with real-life flexibility. Call us today to set it up.

2023 Changes to Retirement Distribution Rules and Contribution Limit Increases

2023 Changes to Retirement Distribution Rules and Contribution Limit Increases

The SECURE Act 2.0 changes the age of Required Minimum Distributions (RMDs), increases contribution limits, affects IRA Beneficiaries, and helps save for emergencies. 

2022 and 2023 Tax Planning Resources

2022 and 2023 Tax Planning Resources

These handy year-end tax materials from Athene can help you get organized for the new year. Download Athene 2023 Tax Reference Guide here.

Keep Your Financial Plans On Track With Loss Protection.*

Keep Your Financial Plans On Track With Loss Protection.*

Ask us how to limit your loss while taking advantage of growth opportunities with Shield. See Case Study. Read the Brighthouse® Shield Level Select 6-Year Annuity Prospectus.

Protect Against Outliving Your Investments*

Protect Against Outliving Your Investments*

How to protect yourself against the two biggest retirement risks.

Safeguard Your Investments With A Guaranteed Annuity*

Safeguard Your Investments With A Guaranteed Annuity*

Help to preserve your assets with a guaranteed-income annuity.

The Importance of Guaranteed Income*

The Importance of Guaranteed Income*

Recently, the market has shown a high level of volatility. To help protect against this, many people choose to invest in an annuity with a guaranteed income rider.

Creating a Multigenerational Financial Plan

Creating a Multigenerational Financial Plan

Creating a multigenerational is important when deciding on how you want the wealth you've built to be distributed.

IRA: Traditional vs. Roth

IRA: Traditional vs. Roth

The difference between Traditional and Roth IRAs can sometimes be confusing, let us help you walk through the differences, and see which type of IRA is most appropriate for you.

Estate Planning Checklist

Estate Planning Checklist

When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, items to be taken care of – and in recognition of this reality, here is a checklist to help organize the process.

†Life insurance product features and availability vary by state. Restrictions and limitations may apply. For federal income tax purposes, life insurance death benefits generally pay income tax-free to beneficiaries pursuant to IRC Sec. 101(a)(1). In certain situations, however, life insurance death benefits may be partially or wholly taxable. Please consult a financial professional for additional information. All guarantees are based on the claims-paying ability of the insuring company.