Social Security Basics

Check out this video for helpful tips on how to maximize your social security benefits and help supplement your income after retirement.

IRA Basics 2013-2014

In the ever-changing landscape of IRA’s, or Individual Retirement Arrangements, Investment Answers’ own Travis Terlau is here to introduce some basic concepts to help you make the most of your IRA.

How to Exchange Your Annuity

What do you do when it’s time to exchange your annuity for one that better accommodates your current and future financial situation? Travis Terlau, CFP® is here to discuss the process of exchanging annuities or life insurance products thoughtfully and effectively.

Many Faces of Life Insurance

What are the best ways to use life insurance in your estate and income planning? Check out our video for several strategies and misconceptions of using life insurance.

Protecting Your Estate from Step Families

Estate planning when divorce or blended families become involved can be a sensitive subject—let Investment Answers help you explore a viable option when protecting the integrity of your estate.

IRA Basics February 2012

Ensure that you are making the most of your IRA (Individual Retirement Arrangement) by keeping yourself knowledgeable on the basics of these powerful investment plans.