Roman Gomez

• 11 min read

Tax planning for retirees may sound simple on the surface. Since they typically have lower incomes a...

• 11 min read

Many people only think about taxes when they’re forced to. It might be when they fill out a t...

• 11 min read

Though we're told to prioritize retirement savings during our working years, it's estimated...

• 11 min read

TIAA was founded 100 years ago by Andrew Carnegie to provide college professors with retirement inco...

• 11 min read

Annuity sounds like it should be a financial code word. It should be traded with pork futures by men...

• 11 min read

Mention the word “annuity” to an investor, and you’re likely to receive mixed reac...

• 11 min read

A recent survey found that 29% of adults between the ages of 30-49 don’t have life insurance,...

• 11 min read

September is Life Insurance Awareness Month. And “awareness” is an appropriate designati...

• 11 min read

While it’s not a topic anyone wants to think about, making plans for the distribution of wealt...

• 11 min read

The topic of health coverage in the U.S. has long been fraught. With no bipartisan consensus on a so...