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Health Insurance in Retirement
(McNeely Content/Blog)
Tags: [Health Insurance in Retirement] ...
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Health Insurance for College Students
(McNeely Content/Blog)
Tags: [Health Insurance for College Students] ...
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Understanding Long-Term Care Insurance
(McNeely Content/Blog)
Tags: [long-term care insurance (LTCI)] ...
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Accidental Death and Dismemberment Insurance
(McNeely Content/Blog)
Tags: [Accidental Death and Dismemberment Insurance] ...
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Are Your Beneficiary Designations Up-to-Date?
(McNeely Content/Blog)
Tags: [Insurance (life, accidental death and dismemberment, etc.) * Retirement plans (IRAs, 401(k) plans, Keoghs, etc.) * Certain annuities * Brokerage accounts with transfer on death (TOD) designations ...
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A Plan for Your Wealth
(McNeely Content/Financial Strategies)
Tags: [Asset Allocation, Insurance, Tax-Managed Investments, long-term care, permanent life insurance] ...
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Establishing a Financial Safety Net
(McNeely Content/Blog)
... short-term certificate of deposit) * Use earnings from other investments (e.g.,stocks, bonds, or mutual funds) * Check out other resources (e.g., do you have a cash value insurance policy that ...
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Trust Basics
(McNeely Content/Blog)
... put practically any kind of asset into a trust, including cash, stocks, bonds, insurance policies, real estate, and artwork. The assets you choose to put in a trust depend largely on your goals. For example, ...
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Annuity Distributions
(McNeely Content/Blog)
... when they begin, whether the amount can be fixed or variable, and how long the payouts will last. Note: Guarantees are subject to the claims-paying ability of the issuing insurance company. Annuities ...
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Are you planning to retire? Or will you be surprised?
(McNeely Content/general)
... worried that they may not cover everything. They have a mortgage on their home, but doesn’t know if it is the right kind. They have all kinds of insurance, but doesn’t know if it is too much or too little. ...
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Health Insurance in Retirement
(McNeely Content/Blog)
... health insurance is extremely important. Retirement--your changing health insurance needs If you are 65 or older when you retire, your worries may lessen when it comes to paying for health care--you ...
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Health Insurance for College Students
(McNeely Content/Blog)
As your child prepares to head off to college, probably the last thing on his or her mind (and yours) is health insurance. But getting sick or injured away from home can be an unpleasant experience--more ...
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Fixed Annuity Contracts
(McNeely Content/Blog)
... A fixed annuity is a contract sold by an insurance company. The purchaser makes contributions (investments) into the annuity either as a lump sum (referred to as a single premium annuity) or over a period ...
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Shopping for an Annuity
(McNeely Content/Blog)
Although many insurance companies offer annuities with the same (or at least similar) features, that doesn't mean that all products and all companies are the same. As with all financial products, you should ...
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Social Security Disability Benefits
(McNeely Content/Blog)
... two programs that pay disability benefits. The Social Security Disability Insurance (SSDI) program pays benefits to qualified individuals who are under full retirement age, regardless of their income. ...
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Understanding Long-Term Care Insurance
(McNeely Content/Blog)
... living escalate, you probably wonder how you're ever going to be able to afford long-term care. One solution that is gaining in popularity is long-term care insurance (LTCI). What is long-term care? ...
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Working with a Financial Advisor
(McNeely Content/Blog)
... assets, and liabilities, evaluating your insurance coverage and your investment portfolio, assessing your tax obligations, and examining your estate plan * Develop a plan to help meet your financial ...
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Advantages and Disadvantages of Self-Employment
(McNeely Content/Blog)
... or even stay home sick without losing income. It also means that you'll have to provide your own health insurance and retirement plan. Remember, too, that you can choose your clients or customers, but ...
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Accidental Death and Dismemberment Insurance
(McNeely Content/Blog)
Accidental death and dismemberment insurance (AD & D) is inexpensive life insurance coverage that pays a benefit if you die as a result of an accident. It also pays you a predetermined benefit if you lose, ...
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ABCs of Auto Insurance
(McNeely Content/Blog)
Today, most states require car owners to purchase auto insurance coverage. Whether you already have auto insurance or are considering buying some, you may be wondering how much is enough and which types ...
