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...
Exciting New Service
Every week, someone asks us if we can help them with their Medicare. It became apparent that our clients needed a resource to answer their questions about Medicare and someone who could explain how it works in an easy-to-understand manner. So…we are very...
Income You Can’t Outlive
People are living longer, which means the length of their retirement is longer, too. Many people may face the fact that they will outlive their savings and be caught short. Creating a strategy that provides you with the income you can count on is becoming...
Small Fees Have Big Impact!
Hidden Costs of Investing Most people assume that if they have a 401k or IRA, they are paying little to no fees. This lack of understanding of how these plans charge fees can cost you thousands of dollars. The average fee is 1-2% a year. According to the Department of...