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 >>
Tuesday, October 22, 2019 And you thought it was your lack of money. 5 Behaviors That May Be Hurting Your Retirement More Procrastination can be a very bad sign for your retirement. (GETTY IMAGES) READ MORE >>
Wednesday, September 18, 2019 A Look at Claiming Strategies, Tax Angles and More to Help You Make Sense of a Complicated Program READ MORE >>
Wednesday, August 21, 2019People crave guaranteed income in retirement, but they cringe at the mention of the word "annuity." That disconnect can make it tough to ensure a steady flow of dollars in later life. One answer: Go with an annuity, but keep it simple. READ MORE >>
Sunday, July 28, 2019
What is the maximum social security benefit?
Your personal maximum social security benefit will vary based on the income level you achieved throughout your working career. If by the age of 22, you were contributing the maximum amount possible to social security and are scheduled to r... READ MORE >>
Wednesday, July 24, 2019For a chance to win a $750 Target Gift Card in our July Giveaway all you have to do is fill out a new quote form below. We will draw one winner randomly at the end of July to win. Annuities Final Expense/Burial Insurance Life Insurance READ MORE >>
Monday, July 22, 20197 Smart Ways To Lower Your Taxable Income!! By: Sandra Block, Senior Associate Editor, Kiplinger's Personal Finance Reducing your taxable income is one of the most effective ways to lower your taxes, with some moves doing double duty as both deductions themselves and as a means to slide under income thresholds at which other taxes would kick in. READ MORE >>
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