Thursday, September 16, 2021 Saving money is important, but saving intelligently is even more so! Are you regularly making contributions to your 401k and IRA or to your savings account? If so -- and especially if you are maxing out your contributions to your 401k and/or IRA, It’s time to consider an investment plan that will offer greater returns. READ MORE >>
Wednesday, September 1, 2021 READ MORE >>
Thursday, February 4, 2021Anybody Roughly Under 50 Can Get Life Insurance?!...And 4 Other Things You Probably Didn’t Know About Life Insurance Yes. There is generally little age limit for obtaining such essential insurance for one’s self and one’s family! This means your children and elders can be protected during these unprecedented times. READ MORE >>
Thursday, January 7, 2021The year 2020 has shown us that the future cannot be predicted. COVID-19 and the uncertainty it has brought upon us economically and medically has left many of us grateful for having financial and medical safety nets. READ MORE >>
Tuesday, March 31, 2020 Annuities Vs. Mutual Funds for Retirement Investments READ MORE >>
Friday, February 28, 2020
The Dow Lost 1,000 Points. Here’s Why You Shouldn’t Panic, According To Experts
Sergei Klebnikov
Feb. 25, 2020
Topline: The stock market fell on Monday—with the Dow Jones and S&P 500 indexes erasing their gain... READ MORE >>
Thursday, January 16, 2020Finding the Right Balance Between Saving and Investing Many new investors don't understand that saving money and investing money are entirely different things. They have different purposes, and play different roles, in your financial strategy and your balance sheet. READ MORE >>
Wednesday, December 18, 2019 As the holiday season is upon us, we find ourselves reflecting on all of the good things we have... like our partnership with you! We are so grateful for your continued support and encouragement, and we look forward to another year filled with peace, joy, and prosperity. READ MORE >>
Monday, December 16, 2019 Annuities are often recommended as a solution for the risk of outliving your money. But if you die young, you might not realize that full value. So should clients consider their life expectancy before considering an annuity? READ MORE >>
Monday, December 9, 2019 I want you to close your eyes for a moment and imagine the worst client that you ever had. Come on, we all have had those relationships where if we see their name pop up when we look at our calendar on Sunday, our week is ruined. But no matter who that client was (I hope it is a was! READ MORE >>
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