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The Growing Threat of Identity Theft

The Growing Threat of Identity Theft

The risk of becoming a victim of identity theft or fraud has risen to an alarming level for most Americans, yet both the frequency and severity of these crimes continue to accelerate. Investors must be especially wary of this risk …

A Social Security Primer

A Social Security Primer

The purpose of this Navigator is to explain the basics of Social Security benefits, to discuss a few particularly useful strategies, and to provide additional resources that may be useful for anyone who is thinking about how to optimize his …

Roadmap for Heirs

Roadmap for Heirs

When a loved one passes away, heirs are often burdened with substantial responsibilities relating to the estate division and other personal matters. Heirs’ responsibilities may include preparing funeral arrangements, reconciling financial accounts, selling assets, and coordinating various commitments. These tasks …

Fixed Annuities

Fixed Annuities

In a prior issue of the Navigator, we delved into the complex and controversial world of variable annuities. In this Navigator, we tackle the somewhat simpler and less controversial but still very important topic of fixed annuities.