The Retirement Financial Center |

The main estate planning document for IRAs and Annuities is the Beneficiary Form. It is basically the Will for your IRA and Annuity accounts. You name primary

The Retirement Financial Center |

Retirement planning and pre-planning are important for you to experience the retirement you envision. We also believe planning for your long-term care needs as

Philippe Berthoud |

According to recent census data, only 51 percent of U.S. adults are married, and 28 percent of U.S. households are now made up of singles, the highest level in

The Retirement Financial Center |

We are always happy to answer your questions and help create a retirement income plan. Some of the following ages present special tax and investment issues

Age

The Retirement Financial Center |

Millions of baby boomers are reaching retirement age in a time when people are living longer than ever, making it even more important to begin planning for

The Retirement Financial Center |

The features of these two retirement programs are quite different.  Let’s look at the main differences between each retirement program. Lorraine from Beverly

Securities and Advisory Services offered through United Planners Financial Services of America, A Limited Partnership. Member FINRA, SIPC. The Retirement Financial Center and United Planners are independent companies.