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Booth Financial Insights


4 Yearlong Tax Tips for Retirees  Thumbnail

4 Yearlong Tax Tips for Retirees

During retirement, your wealth needs to last for the rest of your life. Avoid paying more taxes than you need to by keeping these 4 tips in mind throughout the year.

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Creating an Estate Plan Thumbnail

Creating an Estate Plan

Putting together a comprehensive estate plan is a complex task. There are many factors to think about, including your assets, liabilities, personal financial goals, and family structure. Take time to sort through each of these items with your financial advisor so that you maintain control of the plan.

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Annuities: Pros & Cons Thumbnail

Annuities: Pros & Cons

Is purchasing an annuity a smart investment for your financial future? Read on to learn more about the pros and cons of annuities.

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