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Avoid Probate with Irrevocable or Revocable Living Trusts

life insurance Archives

Avoid Probate with Irrevocable or Revocable Living Trusts

Avoid Probate with Irrevocable or Revocable Living Trusts

March 29, 2022|by Nancy Zambell

Using revocable living trusts and Irrevocable Trusts can help you ensure that your estate avoids probate and that it's distributed as you wish.
Read More

Stock Buybacks Surged in 2021—What’s Ahead?

Stock Buybacks Surged in 2021—What’s Ahead?

February 21, 2022|by Nancy Zambell

Stock buybacks continued to climb last year. But are dividend-paying stocks better investments? Let's weigh the pros and cons.
Read More

Prepaid Funeral Expenses and Your Estate Plan

Prepaid Funeral Expenses and Your Estate Plan

January 19, 2022|by Nancy Zambell

If you haven't given any thought to prepaid funeral expenses, it's worth considering to ensure your final wishes are carried out and to take care of mourning loved ones financially.
Read More

3 Under-the-Radar Bank Stocks to Consider

3 Under-the-Radar Bank Stocks to Consider

December 10, 2021|by Carl Delfeld

As the global economy has recovered from the pandemic, banks are leading the way. Here are three under-the-radar bank stocks I like today.
Read More

Understand Direct Term Life Insurance Advantages for Peace of Mind

Understand Direct Term Life Insurance Advantages for Peace of Mind

November 8, 2021|by Nancy Zambell

Using direct term life insurance is a way to have quick and personalized life insurance that fits your family’s needs.
Read More

Solo 401(k) Providers and the Pros and Cons

Solo 401(k) Providers and the Pros and Cons

September 22, 2021|by Nancy Zambell

Knowing what Solo 401(k) providers can offer will help you determine if it is the right kind of retirement investing for you.
Read More

Using a SLAT Trust to Realize Estate Planning Benefits

Using a SLAT Trust to Realize Estate Planning Benefits

September 3, 2021|by Nancy Zambell

Making a SLAT trust can lead to lower taxes for a donor’s taxable estate, but be sure to understand the possible downsides as well.
Read More

Estate Planning Done Right—to Avoid Taxes and Protect Your Heirs

Estate Planning Done Right—to Avoid Taxes and Protect Your Heirs

April 30, 2021|by Nancy Zambell

No one wants to talk about dying. But, as the quotation often attributed to Ben Franklin says, “nothing is certain but death and taxes.” And if you don’t make plans for what happens to your assets after you die, Uncle Sam—as well as several governments—will...
Read More

The 2 Best Asian Bank Stocks to Buy Now

The 2 Best Asian Bank Stocks to Buy Now

April 15, 2021|by Carl Delfeld

Asian bank stocks are a good way to play the post-Covid rebound in places like Hong Kong and Singapore. Here are my two favorites.
Read More

3 Things Your Financial Advisor Won’t Tell You

3 Things Your Financial Advisor Won’t Tell You

February 18, 2021|by Kate Stalter

If you're preparing for retirement, a financial advisor can help. But here are three things you should know going in.
Read More

Why Equitable Holdings Stock is Undervalued

Why Equitable Holdings Stock is Undervalued

July 15, 2020|by Bruce Kaser

Equitable Holdings stock is a long-term value play that's been undervalued by Wall Street but that should outperform over the long haul.
Read More

Want Investing Profits in the Post-Virus Era?

Want Investing Profits in the Post-Virus Era?

July 3, 2020|by Nancy Zambell

The coronavirus pandemic has created precipitous drops in the stock markets, the likes of which we have not seen since the 2007 recession. And while it’s emotionally wracking to see the stock market take the huge swings we’ve seen in the past couple months,...
Read More

5 Keys to Pandemic Stock Portfolio Management

5 Keys to Pandemic Stock Portfolio Management

June 29, 2020|by Crista Huff

Portfolio management is always a huge key to investing. But now there's a new wrinkle: pandemic stock portfolio management. Here are 5 things to consider.
Read More

5 Life Insurance Stocks to Buy Now

5 Life Insurance Stocks to Buy Now

June 23, 2020|by Crista Huff

Life insurance stocks aren't glamorous. But they've been steady, reliable risers these last three months, and remain undervalued. These five stand out.
Read More

Why Takeover Targets Abound Among Financial Stocks

Why Takeover Targets Abound Among Financial Stocks

April 30, 2020|by Crista Huff

Financial stocks, namely those in the investment, life insurance and annuities realm, are so cheap that many have become takeover targets. Take advantage.
Read More

Recession-Proof Investments You Can Fall Back On

Recession-Proof Investments You Can Fall Back On

April 13, 2020|by Chris Preston

Recession-proof investments do exist, and they're not even very hard to find as long as you know where and when to look for them.
Read More

The Most Undervalued Stock Sector Today

The Most Undervalued Stock Sector Today

February 28, 2020|by Crista Huff

The most undervalued stock sector today was undervalued before the recent sell-off. When the dust settles, you should buy low on these stocks.
Read More

Daily Alert – 2/26/20

February 26, 2020|by Timothy Lutts

This financial firm beat earnings estimates by $0.32 last quarter and is due to report fourth quarter results at the end of this month.
Read More

Top Pick Daily Alert – 1/13/20

January 13, 2020|by Bob Howard

Trading at a P/E of just above 9, this annuity company looks like a good value play.
Read More

Daily Alert – 5/28/19

May 28, 2019|by Carl Delfeld

This Indian bank is expected to grow at an annual rate of 37.6% over the next five years.
Read More

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