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PLAN ON ENJOYING A LONG RETIREMENT
When my mom told me she was moving from small-town South Carolina to the Gulf Coast of Florida, images of alligators, Disney World and...
WHAT IS A FIXED INDEXED ANNUITY?
There’s no better time than today to develop your retirement plan and consider options that may be suitable for your future. Read about...
HOW I ACHIEVED FINANCIAL PEACE OF MIND
I, like many Americans, have always been in pursuit of peace of mind. You know—that place where you know that even in the worst of times...
LIFE INSURANCE FROM WORK: IS IT WORKING FOR YOU?
Does your employer offer life insurance? If you are taking advantage of it, good for you. It’s a convenient way to get life insurance and...
SAVING FOR A FIT RETIREMENT, ONE DAY AT A TIME
Worried about not having enough money in retirement? You are not alone. One in four Americans have nothing saved for retirement and 56%...
WHY YOU SHOULD USE A FINANCIAL PROFESSIONAL
In the age of “Do It Yourself,” some things are too important not to be supported by a professional. This is so true for the decisions,...
AN INVESTOR’S TALLEST ROADBLOCK: BEING HUMAN
In a 1980 landmark study, Swedish scholars revealed that most people have a superior view of their skills and risk-taking ability. The...
RETHINK WHOLE LIFE INSURANCE
If you’ve heard of whole life insurance, you may have heard some mixed messages about it. So let’s dispel the two big myths about whole...
LIFE (INSURANCE) IS FOR THE LIVING, TOO
Did you know that many people rely on life insurance while they’re living in addition to the death benefit proceeds? About 91% of life...
SUNDRY SITUATIONS FOR SPDAS
In my previous post about Single Premium Deferred Annuities (SPDAs), I summarized Becky’s challenge to find a financial product for her...
PROTECTION AGAINST LOSS OF LIFE… AND THE MARKET
“If the world were perfect, it wouldn’t be.” Yogi Berra. Source: NLG As another exciting World Series finishes up, seems fitting to...
GO FORWARD, NOT BACKWARD WITH INDEXED UNIVERSAL LIFE
In October, we passed the 90th anniversary of “Black Tuesday,” the ruinous stock market crash of 1929. Source: NLG The financial industry...
NOW’S THE TIME FOR SMALL BUSINESS OWNERS TO WORK – AND THINK – LIKE DIGITAL MARKETERS
The world we know is changing on a daily basis. This is the reality of what life is like as the tidal wave of Covid-19, the novel...
DOING WORK THAT MATTERS
Times like these reinforce how much relationships matter. The power of an understanding ear, reaching out to simply check-in on...
US National Debt Clock : Real Time
Charting America’s Debt: $31 Trillion and Counting. Failing to plan is planning to fail!
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