Choosing a financial advisor can feel stressful. In many ways, you entrust your financial advisor with more than money—you’re trusting them to help you achieve your financial goals and keep you on track. Beyond that, you’re sharing personal details about your life and family. The most important criteria for choosing a financial advisor is trust.
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Life Insurance comes in many varieties, from relatively simple term policies to more complex whole or permanent policies. Some of these permanent policies include a cash value component. With cash value, a portion of your life insurance policy is invested and may accrue interest over time. Depending on the terms of your policy, you may
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The first thing to know about NUA—even before knowing what the initials stand for—is that it is a tax trick for reducing the tax you pay in retirement. While it does not work for everyone, it can be particularly useful for ExxonMobil retirees. NUA stands for “Net Unrealized Appreciation”. If that means nothing at all
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