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September 1st, 2022
Most people get life insurance through their employer because it’s easy and convenient. All you have to do is sign up. You don’t have to take a medical exam, and you only have to fill out one form and name a beneficiary. The problem, however, is that the coverage you get through your work probably […]
Read MoreAugust 11th, 2022
As a stay-at-home mom, you may not be the family breadwinner, but the things you do for your loved ones daily are incredibly valuable. In fact, according to the 2020/2021 salary.com survey of 19,000 mothers, a stay-at-home mom’s salary value is equal to $184,000. Needless to say, all that you do every day would not be easy […]
Read MoreJuly 28th, 2022
If you want to protect the people you love, life insurance should be an important part of your financial planning. It can provide a meaningful amount of money to your family, give you a way to leave a legacy, and much more. What are some uses for life insurance? The main benefit of a life […]
Read MoreJuly 14th, 2022
North American Company gives these tips on reviewing your life insurance policy. Your life insurance policy can offer assurance and stability for your family should you pass away. But that policy needs to be revised and updated from time to time, especially when a life-changing experience occurs. Review your policy if one of the following […]
Read MoreJune 30th, 2022
American consumers’ top three financial concerns are health coverage, savings goals, and living expenses.1 What if we told you their fourth financial concern, life insurance, had the potential to solve for the first three? Let’s take a look at some reasons to LOVE life insurance and what it could do for you. L – Low cost […]
Read MoreJune 16th, 2022
Erica Oh Nataren shared this very helpful informaton on Life Happens: Today, women are more concerned than ever about their financial vulnerabilities. Financial advisor Meredith Moore, CLTC, LUTCF, explains how life insurance and related products can help women offset financial risk, maximize opportunity, and plan for the future. First the good news: Women are making […]
Read MoreMarch 20th, 2020
Recent headlines are creating a lot of uncertainty in the financial markets. At times like this we all consider alternatives to the Stock Market and Mutual Funds. Are you familiar with the favorable attributes of Indexed Annuities and Indexed Life Insurance products? Markets go through many different cycles and present periods of significant volatility. With […]
Read MoreDecember 6th, 2018
Now that I have your attention, are you aware of your HSA limits ? Review your paycheck and your deductions. You may not be taking advantage of the maximum HSA contribution for 2018 . The maximum contribution limit if you are single is $3,450 and the maximum contribution limit for family is $6,900. Also, remember that […]
Read MoreNovember 29th, 2018
Need Cash for Christmas ? Are you in need of cash? Well, that’s kind of a loaded question. Everyone always would like to have some extra cash, right? So if you find yourself in need of cash, do you go to your Life Insurance policy to withdraw cash? Do you take out a loan in […]
Read MoreSeptember 13th, 2018
Life: Top 5 Reasons to Insure Yours Life insurance. Have you stopped reading yet? What about financial struggles for those you love? Are you interested now? As a topic, life insurance probably ranks with death and taxes on the fun-o-meter. But, this is Life Insurance Awareness Month. It’s an important topic because life happens. So, […]
Read MoreJanuary 18th, 2018
I’m starting to struggle with aging. People in my parents’ generation tell me I’m laughably young, but maybe it’s the beginning of the process that startles you the most. Seeing your cheeks get lower and your eyelids loosen seems off somehow—like it’s not really you in the mirror. Each year of my twenties felt shorter […]
Read MoreNovember 30th, 2017
Have you heard the term Rothification. Are you tracking what all is going on with the tax reform discussion in Washington and how that will potentially impact you and your family ? I am a member of the National Association of Insurance and Financial Advisors ( NAIFA ) an organization that advocates for the insurance […]
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