Using annuities in trusts
A reference Trusts are an integral part of estate planning and funding a trust so that it meets the needs of a client’s estate and wealth transfer goals involves a...
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My Money
Medicare Questions – Answering the Most FAQ
Understanding Medicare can be difficult, but the Nationwide Retirement Institute® is here to help you by sharing some of the most common Medicare questions.
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Fundamentals of Estate Planning
Key Takeaways: Estate planning can be difficult to talk about—a 2021 Gallup poll showed that 64% of American adults working with a financial advisor have never discussed their estate plans...
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Personal Finance Tips for Dealing with Inflation
Inflation is at the top of everyone’s minds right now. Our recent Nationwide Retirement Institute® survey found the majority of U.S. parents (60%) listed inflation or the rising cost of...
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Strategies to help ensure you don’t deplete your retirement savings too early
Key Takeaways: You may be wondering how to ensure that you’ll have sufficient funds to live comfortably in retirement—and although there isn’t a one-size-fits-all approach—there are a few well-known tricks...
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What is a Health Savings Account (HSA) and Is It Worth it?
According to Healthcare.gov, the definition of an HSA is “A type of savings account that lets you set aside money on a pre-tax basis to pay for qualified medical expenses....
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