You're Going to Want More! Please enjoy the latest video in my Myth series. Feel free to share it with anyone you think might benefit.
https://vimeo.com/442039782
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Myth #2 - You'll Only Need 70% of Your Income in Retirement.
Please enjoy my latest video and feel free to share with anyone you think might benefit. Thank you.
https://vimeo.com/442049950
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Myth #1 - You'll Be in a Lower Tax Bracket When You Retire
With everything going on in the world today and how we have all been impacted by the corona virus, it's natural to feel that the best strategy is to do nothing and not even look at the state of your overall financial plan.
But this is a critical time in your financial world. It's not a time to be stalled. It's a time to make sure that your financial house is in order and get a second opinion to be certain you are in the best position when things return to whatever normal will look like at that time. Turmoil comes and goes but the key is to work towards having your financial plan successful under any set of circumstances.
Is your plan set up that way?
Let's set up a time to talk and see how we can help.
National Life Insurance Day each year on May 2nd marks the anniversary of the first-day life insurance became available in the United States. The observance also brings awareness of the benefits of life insurance. The sale of life insurance in the U.S. began in the late 1760s.
How are you going to say I LOVE YOU when you're gone? Life insurance is a pure expression of love and it's what they're going to remember if you did it well.
Life insurance also gives you the biggest permission slip for you to spend & enjoy as much of your money as you want in retirement knowing there's back up when you're not here.
If you would like to discuss your life insurance planning please let us know.
Stay well, and stay safe!
Thank you.
Have you given yourself permission yet?
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
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Test Your Life Insurance Knowledge
Protection. We’re obsessed with it these days.
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Put It in a Letter
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When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
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Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
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Have a strategy for discussing healthcare with your parents. #AgingParents
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When was the last time you updated your will?
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You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk. Here are the three documents everyone needs.
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Here are a few key factors to consider when naming an executor for your estate.
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A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
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Does Your Portfolio Fit Your Retirement Lifestyle?
Having a special needs child adds another layer of complexity to retirement planning. A special needs trust may help ease parental concerns.
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Retirement Planning With Your Special Needs Child in Mind
The dreams of small business owners and the business plans that outline the strategy to fulfill those dreams rarely include the insurance protections that business owners will need. Yet, having adequate protection can...
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Insurance Needs of Small Business Owners
Test your estate strategy knowledge with this short quiz.
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Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Put It in a Letter
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
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Find the right asset balance with Whole Life Insurance. Learn how you can create a balance between growth and stability with whole life insurance.
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A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
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Let’s start getting your financial priorities and attitudes in sync with model behaviors.
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You Are Not Alone it Just Feels That Way
Three tips for giving smart from the heart.
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Want to test your life insurance knowledge? Take our quiz and find out where you rank.
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Test Your Life Insurance Knowledge
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
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Disability and Your Finances
