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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,...
RETIREMENT: TOAST IT AND CLOSE THE GAP
In schools across the country, there are countless teachers working through their lunch breaks trying to keep up with the demands of the...
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...
THE BEST KEPT SECRET IN LEADERSHIP
The “secretary” is old-school, the thing of legends. I used to be proud to say that I could type 112 wpm and take shorthand at the speed...
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...
USING AN SPDA TO HELP MEET YOUR SAVINGS GOALS
Becky has a problem, but it’s a good one to have. She has carefully managed to put away a sizable sum in her checking account that will...
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...
TEN TIPS FOR KEEPING YOURSELF SECURE WHEN WORKING REMOTELY
The Covid-19 crisis has created unprecedented challenges for businesses and employees across almost every industry. For many people, this...
LESSONS LEARNED: ON LIFE AND WORKING FROM HOME
After nearly 20 years of living and working in Manhattan, 9/11 happened. It was jolting and jarring and had a big impact on my life –...
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...
HOW TO TALK TO A FRIEND ABOUT LIFE INSURANCE
I work in the life insurance industry and I am passionate about educating others about it. For many, life insurance is not the most...
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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