Tax time is almost here again. Are you one of those filers who wait until the last minute? You’re not alone. Unfortunately, procrastination can be …
New to Retirement? Tips for an Easy Transition
Retirement is supposed to be a joyous occasion. After all, this is the time when you get to leave the constraints of a busy career …
What Does the SECURE Act Mean for Your Retirement?
The government passed a year-end spending bill in December, and it included one piece of legislation that could have a big impact on retirees. It’s …
How to Use Life Insurance to Support Your Favorite Charity
It’s the giving season. Are you planning to make a donation to your favorite charity this holiday season? If so, you have company. More than …
Year-in-Review: What Should You Change in 2020?
It’s hard to believe we’re already nearing the end of 2019. This year has flown by and 2020 is almost upon us. If you’re like …
4 Reasons to Be Thankful for Your Life Insurance Policy This Year
What are you most thankful for this Thanksgiving? Time spent with family and friends? Good health? Perhaps a positive career development? This is the season …
What Are More Popular Than Ever? Annuities.
More Americans than ever are including annuities in their retirement planning. According to the Limra Secure Retirement Institute, there were more than $132 billion in …
Scared of Potential Retirement Risks? How One Strategy Can Help
It’s the scariest time of year. Halloween is here again. It’s time to stock up on candy, carve your pumpkin, and find the perfect costume. …
Is Your Small Business Exposed to Major Risk?
According to a recent survey from Policygenius, only 32% of Americans own life insurance.1 Life insurance provides financial protection, especially for those with children or …
Can You Rely on Social Security to Fund Your Retirement?
Planning your retirement strategy? Wondering where your income will come from in retirement? It’s likely that Social Security will be part of the mix. More …