Resources

For Peg Webb

Financial Planning

What You Must Know Before Converting Universal Life Insurance

We’re big believers in long-term care insurance (we both own policies), but the premiums can be quite expensive. One relatively recent innovation in the insurance realm is the option of converting a portion of the cash value on a life insurance policy into a long-term care policy.

Peg Webb

Nov 15, 2016

Gold bull and gold bear facing off on newspaper

Retirement

Can I Expect a 4% Rate of Return on My Investments in Retirement?

Wondering if a 4% return is enough for retirement? Learn how investment performance and smart withdrawal strategies impact your retirement income plan.

Peg Webb

Aug 23, 2016

Financial Planning

The 4 Most Important Financial Planning Issues for Partners

Strengthen your relationship and financial future by planning together. Learn why couples should align on budgeting, emergency savings, retirement goals, and lifestyle planning to avoid financial stress and build lasting security.

Peg Webb

Feb 16, 2016

Adult son hugging his older mother while sitting on a couch. Both are smiling.

Financial Planning

Key Considerations When Gifting Assets to Loved Ones

Learn how to gift assets to loved ones tax-efficiently. Explore annual gift limits, tax-free strategies for education and medical expenses, and smart ways to avoid gift taxes.

Peg Webb

Dec 22, 2015

Businessman on a private plane looking out a window.

Financial Planning

Should Life Insurance Be Used to Supplement a Single-Life Pension?

Choosing between single-life pension benefits and joint-and-survivor options? Learn why life insurance may not be the best substitute for spousal protection and how to make informed retirement decisions.

Peg Webb

Nov 4, 2015

Financial Planning

4 Tips to Help You Achieve Your Financial Goals

Struggling to reach your financial goals? Discover practical strategies like setting small milestones, automating savings, and prioritizing what matters most to stay on track and achieve lasting success.

Peg Webb

Aug 18, 2015

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What You Must Know Before Converting Universal Life Insurance

Can I Expect a 4% Rate of Return on My Investments in Retirement?

The 4 Most Important Financial Planning Issues for Partners

Key Considerations When Gifting Assets to Loved Ones

Should Life Insurance Be Used to Supplement a Single-Life Pension?

4 Tips to Help You Achieve Your Financial Goals