News

19
Nov

For Kids, Finances Need to Go Beyond Lemonade … to Marshmallows

For Kids, Finances Need to Go Beyond Lemonade … to Marshmallows The summer lemonade stand is a rite of passage for all kids. It is usually the first time a child gets to create their own business. They learn about the hard work it involves but also learn of its rewards, monetary and other. For my two girls, it was a lemonade and

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15
Nov

Changing Seasons in Retirement

Changing Seasons in Retirement The holidays are just around the corner, meaning it’s almost time to prepare for parties, travel, gift-giving and more. But what’s good for the spirit can be hard on the wallet. Without a proper plan in place, it can be easy to lose track of how much you’ve spent, which might affect your financial goals. The

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12
Nov

Don’t Just Be Ready; Be Game Ready

Don’t Just Be Ready; Be Game Ready Everyone’s idea of the “perfect retirement” is different. Some of us plan to travel the world, while others hope to move to a new location, perhaps with a warmer climate. Still others might wish to live frugally so they have a sizable nest egg they can pass on to future generations. No matter

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29
Oct

4 Tips for Applying for Life Insurance After a Breast Cancer Diagnosis

4 Tips for Applying for Life Insurance After a Breast Cancer Diagnosis After feeling a lump in her breast earlier this year, my wife, Julie, who’s 35, had a 3-D mammogram. The radiologist reviewed the results with her and scheduled a biopsy for the following week. That’s when we found out that she had high-grade ductal carcinoma in situ with

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21
Oct

Does your financial plan hold up to scrutiny?

Does your financial plan hold up to scrutiny? As National Financial Planning Month, October serves as a good opportunity for an annual check-up on your financial health to ensure you’re on track to meet your goals. Whether those goals are specific to retirement or not, regular checks can help prevent any unnecessary surprises. Moreover, if you haven’t set any goals,

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24
Sep

Planning a Generational Impact

Planning a Generational Impact Earlier this month, the United States celebrated Grandparent’s Day, which serves as a reminder to appreciate the hard work and dedication of generations before us (regardless of our current age). However, as Intergenerational Month, September also marks a time to reflect further down the family tree and think about our impact on those who come after

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13
Sep

Take Charge of Your Future During Self-Improvement Month

Take Charge of Your Future During Self-Improvement Month As both Self-Improvement Month and Self-Care Awareness Month, September serves as a strong reminder to take time out of our busy calendars and turn the spotlight on ourselves. Representing two sides of the same coin, self-improvement asks the question “how can I push myself to meet my goals?”, while self-care asks, “how

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9
Sep

Join Life Happens and NAIFA for a Special Chat During #LIAM19

Join Life Happens and NAIFA for a Special Chat During #LIAM19 Join Life Happens and NAIFA representatives on Thursday, September 26th from 1:00-2:00pm EDT as we moderate a Twitter Chat focused on findings from the 2019 Insurance Barometer Study. There will be plenty of activity from the media, insurance companies, agents and consumers. We hope this chat helps promote life insurance awareness

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26
Aug

Promoting Women’s Equality in Retirement Planning

Promoting Women’s Equality in Retirement Planning Since 1971, the United States has celebrated Women’s Equality Day on August 26. Although the occasion originally commemorated the passage of the 19th amendment, which gave women the right to vote, today it recognizes and encourages people and organizations to promote the full equality for women in society. We recognize equality spreads the gamut,

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23
Aug

5 Questions Expecting Moms Have About Life Insurance

5 Questions Expecting Moms Have About Life Insurance If you are expecting a child and are considering life insurance, the first thing I have to say is—smart move! But if this is your first time looking for coverage, you may have questions. Here are some typical ones I’ve heard over the years: 1. What type of life insurance coverage is best

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