By Boyce F. Lowery, CLU®, ChFC® When was the last time you updated or reviewed your estate plan? Perhaps more importantly—do you have an estate
What to Know About the Housing Market
By Boyce F. Lowery, CLU®, ChFC® It’s no secret that the housing market has been historically hot for the last year. During this time, sellers,
How Will You Pay for Long-Term Care?
By Boyce F. Lowery, CLU®, ChFC® There are a lot of things you don’t want to gamble with in life; your retirement savings, your kids, and your
Ways to Beat Inflation
By Boyce F. Lowery, CLU®, ChFC® It’s official. After months of being told the current inflation crisis is transitory, Federal Reserve Chair Jerome
The Demise of the 4% Safe Withdrawal Rate
Retirement is supposed to be your chance to rest and relax after having worked hard for many years. Unfortunately, that peaceful retirement that many
The Problem with Social Security & Proposed Changes in the Sacred Trust Bill
By Boyce F. Lowery, CLU®, ChFC® The problems with Social Security sounds like the punchline to a bad joke. But unfortunately, like many jokes, the
6 Secrets to Achieving a Happier Retirement
By Boyce F. Lowery, CLU, ChFC Retirement is right around the corner. You’ve worked your whole life for this moment, but there’s a tinge of worry
Exit Strategies for Business Owners: External Sales
By Boyce F. Lowery, CLU, ChFC Last month, we published an article about four internal sales options business owners should consider when developing
Exit Strategies for Business Owners: Internal Sales
By Boyce F. Lowery, CLU, ChFC If you’re a business owner approaching retirement—whether you’re 10 to 15 years away, 5 years away, or even