The 2023 Survivor Benefit Plan open season is upon us. It has made me think a lot about this important program that allows retirees to protect up to 55% of their retirement income for their loved ones ...

As life evolves your estate plan needs to be updated. Life events such as moving, getting a new job, having a child or grandchild, selling a major asset, or experiencing a medical condition can ...

Term insurance is a type of life insurance that provides coverage for a specific period, called the policy term. If the insured person passes away during this period, the family or beneficiaries ...

When the Tax Reform Act of 1986 became law, most financial professionals saw what they had lost—deductions, shelters, and loopholes. A few saw something entirely different. Buried deep in that ...

The first time Laura and Scott Geiger of Spring City, Chester County, started thinking about life planning was after the birth of their first child. In their late 30s at the time, they wrote a will ...

Market fluctuations impact retirement assets, sometimes costing clients thousands once they need to tap into their hard-earned savings. Rather than leaving success to the chance of a volatile market, ...