Aug 26, 2020
You’ve done the responsible and smart thing by paying into life insurance over the years but you’ve finally made it to the finish line - retirement! What do you do with your life insurance now? Do you still need it? Is there a better way to use that investment tool?
At the end of the day, forward-thinking people...
Aug 19, 2020
Do you know what to do with your pension plan? Do you have the option to have your pension paid out in a lump sum or in monthly payments? If you are unsure how to use your pension plan effectively as you head into retirement, you’ve come to the right place!
I know talk of pensions and annuities can be confusing, I...
Aug 12, 2020
I get it, most people think that taxes and even tax tips are boring. But what isn’t boring is the freedom that you will have by saving your money, investing it wisely, and keeping it protected.
No one likes to be stressed out - it can affect your health, your relationships, and so much more. One of the best ways to...
Aug 5, 2020
Have you started planning for the day when you’ll apply to receive Social Security benefits? Do you know how old you need to be? What will you do if your spouse dies before you?
I know that Social Security can become a hot button political issue - but the truth is millions of Americans rely on Social Security for...