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UNDERSTANDING REQUIRED MINIMUM DISTRIBUTIONS
Have you ever noticed when you ask someone the age of their baby or toddler you get answers like “he’s 18 months old” or “she’s two and a...
UNDERSTANDING LIFE INSURANCE LINGO
“You know what I mean right?”… Well actually, I don’t. How many times have you had a conversation only to walk away not really...
THE PRICE OF SUCCESS
At a recent gathering, I spoke to Will, a local small business owner. Will and his uncle have built a very successful diesel repair...
A PURPOSE BEHIND PLANNING
Everyone in their lifetime goes through periods of significant loss and this year has been one of those for my family. We have lost...
3 WAYS TO BRIDGE THE GENDER SAVINGS GAP
When it comes to savings, the gender savings gap is huge. A recent study1 indicated that women have 50% lower savings than their male...
9 TIPS TO SAVE FOR RETIREMENT THE MODERN WAY
When I talk with friends and colleagues about retirement, the term “retirement” doesn’t have the same connotation it once had. Different...
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...
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,...
UNDERSTANDING LIFE INSURANCE LINGO PART 2: POLICY BENEFITS & EXTRAS
Life insurance provides peace of mind, but it can also provide more. Learn about life insurance policy benefits beyond the death benefit....
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...
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...
UNDERSTANDING ANNUITY LINGO
“Does that make sense?” Raise your hand loud and proud if someone has ever said this to you and you answered “Yeah, of course,” when you...
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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