Financial planning



girl with special needs playing the guitar with her mom besides her
Navigating financial planning is deeply personal for families nurturing children with special needs. It’s about more than immediate needs—this pursuit involves ensuring a secure, loving future. Life insurance becomes a beacon of hope in this journey, and a life policy provides a flexible safety net that grows with your child, […]

Life Insurance: Building Financial Safety for Special Needs Families


annuity rates changing
The Federal Reserve announced recently that its target federal funds rate is now between 0% and 0.25% to help during the COVID-19 financial crisis and they have come out recently to say they have a long term plan to keep the rates at similarly low levels. These low rates are […]

Fed Rates Are Falling, And So Are Annuity Rates



the importance of seeing a financial professional
Speaking to a financial professional can make navigating the financial landscape much easier through their important services. Now more than ever in these uncertain times, it is important to recognize the importance of financial planning for the financial future of you and your family. Importance Of Financial Planning Planning for […]

The Importance Of Consulting A Financial Professional


What could a fourth stimulus package include? There is a lot of talk about whether there will be a fourth stimulus package. Both sides feel that we need to do something. Whether that is cutting payroll taxes, or more direct payments to the eligible population. In this article, we are […]

What could a fourth stimulus package include?





life insurance claim
The 5 Most Common Mistakes That Can Void Your Life Insurance Claim The best way to ensure the future financial security of your family after your death is life insurance. However, if you you’re not careful, you could end up making a costly mistake. In the life insurance world, one […]

The 5 Most Common Mistakes that Can Void Your Life ...


life insurance questions
Life Insurance Questions Answered Life insurance is a complex topic requiring research and guidance. Below you will find many life insurance questions, answered simply for your understanding. What Is Life Insurance? Simply, it is a contract with an insurance company to pay out a sum of money upon the death […]

Life Insurance Questions Answered



naming beneficiaries
Naming Beneficiaries Made Simple Naming a beneficiary, or multiple beneficiaries, is a huge part of life insurance. Some people show uncertainty on who to name. While others struggle with splitting the percentage of death benefit between beneficiaries. Here is a guide to naming beneficiaries. Naming Beneficiaries for Personal Purposes Most […]

Naming Beneficiaries Made Simple