So you’ve decided to call it a career – congratulations! Retirement is an extremely personal decision and is made for a multitude of reasons. While many of our clients have been able to afford to ...

Life insurance can be a key tool for farm and ranch businesses to provide tax-free death benefits at the death of the insured if the policy is structured correctly. This article will discuss using ...

After decades of hard work, retirement is finally on the horizon. But with all the responsibilities, tasks and work deadlines ...

Retirement is a major milestone in life, one that generally requires a good deal of planning. Not everyone is fully prepared ...

Everyone has a different approach to retirement planning, which makes sense considering one person's needs and goals are ...

Inflation and deflation are opposite sides of the same coin. When both threaten, here's how to construct your diversified portfolio to keep it safe.

Jimmy Cusimano, a wealth management advisor at Northwestern Mutual – Orange County, brings over 16 years of experience ...

Extended warranties are offered with many major purchases. However, you might want to avoid shelling out for these policies.

You should discuss any tax or legal matters with the appropriate professional. Any opinions are those of Nick Defenthaler, ...

As a Fee-Only Wealth Manager specializing in retirees, I design tax-smart distribution plans, optimize Social Security claiming, and seamlessly integrate proactive tax planning strategies into our ...