Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
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Understanding the Basics of Medigap Policies
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
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How to Make the Tax Code Work for You
Never get stuck with the check again after watching this.
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No Cash, No Checks, No Problem
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
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Financial Aid for Students 101
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
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A Home Insurance Claim: To File Or Not To File
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
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Social Security: The Elephant in the Room
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
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Money that Buys Good Health is Never Ill Spent
When was the last time you paid yourself first?
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Pay Yourself First
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Do You Owe The AMT?
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
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Critical Estate Documents
Childhood attitudes and habits can determine your child's health in his or her adult years.
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Raising Healthy Children
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
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The Fed and How It Got That Way
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
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What to Look for in a Long-Term Care Policy
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
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Social Security: Five Facts You Need to Know
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
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Countering Counterfeit Currency
Do you need help in discovering what option are available? Call us today at 270-212-0780 and let us help.
If you are struggling to stay within your spending plan, or with making a spending plan, let Life Plan Investments help. Call us at 270-212-0780.
Life Plan Investments can help your spending plan reflect what is most important. Call today 270-212-0780.
Do you feel like you are losing control over your finances? Let Life Plan Investments help you gain that control. Contact us today at 270-212-0780.
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
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
When the rules of the game change, tactics should follow in response to the new landscape.
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Revising Estate Strategy Assumptions
The savings rate is the government’s estimate of how much U.S. households are saving.
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U.S. Personal Savings Rate
Generate income and rebuild principal. A powerful one-two punch.
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Split Annuity Strategy
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
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When Should You Take Social Security
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
15-year vs. 30-year: know your refinancing options.
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Lots of Variables with Fixed-Rate Mortgages
Considering alternative investments? It’s critical to sort through the complexity. #video
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Alternative Investments - Going Mainstream
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
10 tips that can head-off marriage money problems.
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Prevent a Rift: Money Tips for Newlyweds
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
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Choosing a Business Structure
Being healthy may help your personal finances.
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Putting a Price Tag On Your Health
Does your business have a retirement strategy that fits your short, long-term needs?
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Choosing a Retirement Plan that Fits Your Business
Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.
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A Brief Guide To Condo Insurance
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
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A Fruitful Retirement: Social Security Benefit
Do you need umbrella insurance? Find out more. #LiabilityInsurance
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Keep Your Umbrella Handy
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
Do global and international mutual funds complement or conflict with each other?
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Global vs. International: What’s The Difference?
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
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A New Way to Look at Your Bucket List
You’re the conductor of your 401k, IRA and taxable savings.
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Orchestrating Your Retirement Accounts
Tax time can be a good time to give your household budget a checkup.
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Budget Check Up: Tax Time Is the Right Time
Childhood attitudes and habits can determine your child's health in his or her adult years.
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Raising Healthy Children
The financial risks to consider when evaluating self insurance? #Insurance
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When to Self-Insure
Ben Franklin used compound interest to make big contributions to his two favorite cities.
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The Power of Compound Interest
We often overlook the value of investing for our children! What would your investments look like now, if you had started investing as a child?
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How to get your kids started investing early
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
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How Retirement Spending Changes With Time
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
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Rightsizing for Retirement
Working in Retirement: New trend or same old story?
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Where Will Your Retirement Money Come From?
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
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Are Alternative Investments Right for You?
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
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The Cost of Medical Care
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
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Once Upon a Goal
When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
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Dog Bites Neighbor. Now What?
The savings rate is the government’s estimate of how much U.S. households are saving.
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U.S. Personal Savings Rate
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
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The Cost of Medical Care
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
Your #insurance needs don’t stay the same when the nest empties, but what changes?
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Insurance Needs Assessment: For Empty Nesters and Retirees
Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]
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The A, B, C, & D of Medicare
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs
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Should You Invest in Exchange Traded Funds?
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
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Once Upon a Goal
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
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Mastering Mobile Lingo
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
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Why Medicare Should Be Part of Your Retirement Strategy
Do global and international mutual funds complement or conflict with each other?
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Global vs. International: What’s The Difference?
You've allocated your assets; you just may not realize it yet. #AssetAllocation
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Asset Allocation
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
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
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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Tax Rules When Selling Your Home
Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
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Prescription Drug Benefits Under Medicare (Part D)
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
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What You Should Do About Insurance Following a Divorce
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
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Mastering Mobile Lingo
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
Take the time to think about these three things when shopping for your next vehicle.
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Consider These 3 Things Before Driving Off the Lot
How are your tax dollars spent?
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What Do Your Taxes Pay For?
When the rules of the game change, tactics should follow in response to the new landscape.
LIFEPLANINVESTMENTS.COM
Revising Estate Strategy Assumptions
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
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
