Financial Planning & Retirement

Strategies for building retirement income, understanding annuities, life insurance as a financial tool, and tax-advantaged planning.

Financial Planning & Retirement 1 June 2022

Universal vs Whole Life Insurance

Whole life insurance has consistent premiums and guaranteed cash value, while a universal policy has flexible premiums and death benefits

Financial Planning & Retirement 2 July 2021

A fixed annuity is a type of insurance contract that promises to pay the buyer a specific, guaranteed interest rate