June is Annuity Awareness Month! This is the perfect time to educate and advocate the benefits of annuities to your clients and network. Here’s a quick video that explains indexed annuities in 3 min. https://www.youtube.com/watch?v=FBuc3gYyFK8&t=2s
As life expectancy continues to increase, many older Americans worry they’ll one day become a financial burden to the people they love most. Long-term care protection can help ease the burden on your family members and put you on the road to protecting your legacy. Asset-based long-term care protection Congratulations! You’ve taken the first step […]
Get double duty out of your dollars during retirement. Our solutions are more than just #LongTermCare protection. Like our friend Tom Hegna says, “you have to prepare for the go-go years, slow-go years and the no-go years.” If you haven’t read his book give us a call and we can get you a copy.
Live your retirement on your terms — and don’t burden your family. #LongTermCare protection that won’t burden your family
All parents wonder if what they are saying to their kids is actually reaching them. Our children are like sponges and they absorb everything we say and do, whether they will admit to it or not. Even before my son was old enough to understand, we knew that he’d be watching our actions over the […]
“CFP Board took a bold step more than a decade ago in requiring a fiduciary duty when CFP® professionals provide financial planning services. We are raising the bar even higher now with a fiduciary standard that will apply anytime a CFP® professional gives financial advice,” said Richard Salmen, CFP®, Chair of CFP Board’s Board of Directors. “This […]
Health insurance won’t cover home modifications or help getting dressed, bathing or eating. How will you care for yourself? #LongTermCare One day you or your spouse may need long-term care (LTC) services. In fact, 70 percent of all adults 65 and older will at some point1. If you’re among them, will you have the financial resources […]
April is Financial Literacy Awareness Month Let’s say you get a nice bonus at work and want to “put it work” for you. Do you know how long it would take for it to double in value? Here’s a quick video on the Rule of 72. It’ll help you determine how long and at what […]
April is Financial Literacy Awareness Month. One of the most important pieces of financial information known that often goes over looked is, “its not about what you earn, it’s about what you keep”. By keep we mean what’s left over after the IRS takes it’s cut. Take a look at this quick video to learn […]
I meet with people on a regular basis who tell me that they have a financial plan in place, but upon closer inspection, it’s nothing more than an investment plan, which is a only piece of a financial plan. Do you know which one you have? Learn more about the how these very similar sounding […]