Apr 143 minTax Liabilities During RetirementRetirees are eligible for a few tax breaks that aren’t available to younger people. There are also many taxes that apply specifically to...
Jul 2, 20192 minRetirement Planning Drawbacks and How To Navigate ThemIf there is one rule more important than any other when it comes to legacy planning, it is this:
May 1, 20192 minWhat Can Penny Lane Financial Do For You?By now, most of you know who we are, but do you know what we actually do? Aside from having “Financial” in our name, how do we help people?
Mar 22, 20193 minTax Planning for AnnuitiesCareful consideration is important and many people aren't sure what they have.
Sep 11, 20182 minWho Needs Personal Umbrella Coverage?Here’s how personal umbrella coverage protects you: Let’s say you're sued for $1 million after an auto accident or an incident on your
Feb 6, 20182 minOrganize Your Affairs to Help Your HeirsMaking things easier for your heirs is not difficult, but it may take a few hours to compile. Try breaking the task into manageable sections
Dec 29, 20172 minFour Ways To Protect Your Estate3. Try to avoid probate. Probate is a legal process that can be expensive and cumbersome. People go through probate after someone dies and t