News

3
Feb

Join Our Special “Love Insurance” Twitter Chat during #InsureYourLove

Join Our Special “Love Insurance” Twitter Chat during #InsureYourLove Join us as we moderate a Twitter Chat during Insure Your Love Month along with NAIFA. We’ll discuss new data that shows Americans are delaying traditional life milestones and following alternative paths in favor of financial security. We hope the chat helps promote how important financial security, including having adequate life

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7
Jan

5 Reasons Why Having Life Insurance Is Good for You

5 Reasons Why Having Life Insurance Is Good for You We get it: No one wants to think about death—for us or the ones we love. And a lot of people equate life insurance with death. And while it IS there if the worst were to happen, it can also do so many other things, and doesn’t have to break

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16
Dec

Recap: What happened to the retirement landscape in 2019?

Recap: What happened to the retirement landscape in 2019? As 2019 comes to an end, it’s worth taking a moment to reflect back on what took place in the retirement landscape during the past 12 months and how it could affect those preparing for life after work. In recent years, the United States has witnessed a shift from employer-based retirement

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10
Dec

4 End-of-Life Documents and Why You Need Them?

4 End-of-Life Documents and Why You Need Them? Most of us aren’t keen to think about the end of life–especially our own. But discussing the need for and understanding end-of-life planning documents is important for all of us. So, what are these documents and why do you need them? Here’s a summary: 1: Durable power of attorney. This appoints another

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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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