Understanding Life Insurance: Types and Importance
Life insurance is a financial tool designed to provide security for loved ones in the event of the policyholder’s death. It ensures that beneficiaries receive financial support to cover expenses such as outstanding debts, daily living costs, and future financial...
Afraid of Running Out of Money In Retirement?
Are you super conservative with your retirement savings because you’re worried about being unable to cover a significant future expense or that you may outlive your money? It’s amazing how many wealthy retirees are sitting on a healthy nest egg, living like they’re...
Life Insurance Doesn’t Have to Be Complicated
Life Insurance is a critical component of financial and protection planning, yet 41% of Americans don’t own any coverage. Talking to a professional life insurance agent who can answer your questions, fill in the gaps, and find solutions that fit your family's needs...
Protect Your Future
Life insurance is more than just a policy; it’s peace of mind. Despite its critical role in financial planning, there is a vital gap in understanding and awareness of how flexible life insurance can be and the many needs it can fulfill. Consider these staggering...
Overwhelmed by Your Medicare Options?
The Medicare Annual Enrollment Period (AEP) is almost here! Open enrollment begins on October 15th and runs through December 7th. It is important to know there are many new changes this year. Many people have questions and can easily be confused by...
How Much is REALLY in Your 401k?
Maybe you have been faithfully contributing to your 401K for years. Maybe you have a decent employer match. Maybe your balance has grown enough that you think, “I have this retirement thing covered.” Have you ever asked yourself, “How much of my 401k is really...
I Don’t Care Where Taxes Are Going
Well, actually, I do, but I wanted to get your attention! No one wants to pay more taxes, but when facing retirement, everyone plays the guessing game – are taxes going to go up? Are taxes going down? How should I plan? And I have to say, based on...
Solving the Retirement Puzzle
Haven’t you worked hard to get where you are in your financial life? Don’t you want to retire with certainty and security, without worry? Did you know that you can insure your retirement just like you insure your home, life, health, and car against...
‘Tis The Season for a Holiday Spending Plan
It’s the holiday season, which for many people means stressing about how they will pay for all the additional expenses or, worse yet, not thinking about what they are spending and being shocked when the huge credit card bills are cluttering their mailboxes in January....
Is Now The Time?
If you have ever wondered about or considered an annuity, now might be the perfect time to act. There are many reasons to add an annuity to your portfolio. Interest rates continue to rise, which makes annuities more attractive than ever. There is also increasing...