After spending over a decade in one facet or another of the real estate industry, I decided to trade in my broker license for one in life insurance in order to maximize my own potential and bring more value to my clients. My mission, however, remains the same: Help as many people as possible achieve their goals. How can I help you today?
All the time in the world is still not enough
Time is both the friend and foe of people saving for retirement and in retirement. Annuities work to put time on your side.personal finance retirement annuity income deferred time saving
When you’r...
The world of retirement savings recently reached a significant milestone that has important implications for workers and retirees: For the first time, assets in defined-contribution savings plans represent more than 50% of all retirement plan assets...
There are many types of insurance and many ways to look at how it fits into your financial plan.
In my last column I wrote about term insurance being the “if you die prematurely” option. In this column, I’m going to do a basic revi...
Your 50s are a time of transition.
Many workers reach their peak earning years in their 50s, having found their ideal career niche. If you have a family, your 50s are also the time when children have either left or are leaving the nest. That adds up...
LIFE INSURANCE IS intended to replace lost income, pay off debt and leave an inheritance after the death of a loved one. But for Americans with disabilities, getting this important financial protection can present a challenge.
"I have a 21...
Sure, a lot of companies like to give you the ABCs of buying life insurance, but we think it’s important enough to offer a Step D as well.
No one really likes to talk or think about life insurance. But for millions of Americans, life insurance...