As daily routines change to help slow the spread of COVID-19, my agency is available via phone and email. You can also manage your policy via the Allstate app.
Make a resolution this year to focus on your retirement goals. Call me to schedule a complimentary financial review.
ALLSTATE.COM
Plan Your Retirement with Allstate
Since the tax law changed in 2018, there are new wrinkles in the tax treatment of charitable donations. Here’s a look at some of them.
FORBES.COM
Tax Planning: Charitable Giving Under The New Law
Like passing down your favorite cookie recipe, life insurance can help you leave behind a legacy of love. Let’s talk about what’s right for your family.
Moving your money into a new 401(k) plan? Making withdrawals? Before making a move, check out this article, and then let’s review your choices.
CNBC.COM
Not sure what to do with your 401(k) if you've changed jobs? Here are your options
Many permanent life insurance policies include a cash value feature. But, how do you access it? This article explains 4 ways.
ALLSTATE.COM
What is Cash Value Life Insurance? | Allstate