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Man writing notes about his relationship with finances — How is your relationship with money? How is your relationship with money? Finances and money represent one of the principal concerns during our adult lives. Much of our effort and quality of life will depend on how we manage our finances while we work. During this time, we must plan for […]

How is your relationship with money?

August 3, 2022 in life tagged Financial planning / money management / Personal Finances / retirement planning by Jessimar Lopez

Couple looks stressed over denied life insurance application. — Getting Denied Isn’t The End Getting a life insurance policy is a serious financial decision made with the best intentions to provide for your family when you are no longer here. Have you been denied life insurance? It can be disappointing when your application is denied. It is important to […]

Denied Life Insurance? What Now?

June 15, 2022 in life / Uncategorized tagged denied life insurance / Financial planning / insurance coverage / life insurance applications / pre-existing conditions by Kayla Gonzalez

Life Insurance and Inflation The rise of inflation concerns many people about their finances. Will their houses retain their value? Will they be able to continue to live and enjoy their current lifestyle? While prices may be rising and goods may be more expensive, remember that your life insurance policy […]

Life Insurance and Inflation

May 18, 2022 in life tagged cost of life insurance / Financial planning / life insurance / retirement planning by Jose Lerma

life insurance — Looking Into Life Policies – When Do I Need It? Life insurance has always been marketed as a way to provide financial protection for your family– implying you have a spouse and/or children– should you pass away. Therefore, it can be difficult to decide whether or not you need a […]

I’m Single, Do I Need Life Insurance?

January 20, 2022 in life tagged beneficiary / Financial planning / Funeral Plans / life insurance / Personal Finances by Kayla Gonzalez

insurance agent — Insurance agents are the middleman between you and an insurance provider. They ensure that you are the greatest bang for your buck, and their top priority is meeting your needs. In case you didn’t know, here is a list of what your insurance agent can do for you. Evaluate Coverage […]

What Your Insurance Agent Can Do For You

March 15, 2021 in Health / life / Medicare tagged Financial planning / insurance agents / insurance coverage / premiums by Kayla Gonzalez

Insurance For Retirement — How To Use Life Insurance to Supplement Retirement Income Enrique Torres, Life and Financial Product Specialist at Empower Brokerage, shares how to use life insurance for retirement. Specifically, permanent life insurance and how it can complement your retirement planning. Most of us think of saving money for retirement in either […]

How To Use Life Insurance to Supplement Retirement Income

January 29, 2021 in life tagged cash value / Financial planning / permanent life insurance / retirement planning / whole life insurance by Jenny McCann

Life Happens Pro is introducing Insure Your love month for February. What better gift could you give your significant other for Valentine’s Day other than life insurance? Give you and your family the gift of financial and mental security in case the unthinkable happens. Giving the gift of life insurance […]

Insure Your Love

January 28, 2021 in life tagged cash value / Final Expense / Financial planning / life insurance / permanent life insurance by Jeffrey Cooperstein

Here we’ve compiled some basic IRA information to help in deciding if an IRA is right for you! — IRAs, or individual retirement accounts, are a great tool to help you reach your retirement goals. When you are planning your retirement, it is crucial to learn about the different types of savings accounts available to you and the benefits that having an IRA can bring. Here we’ve compiled […]

Deciding if an IRA is Right For You

January 15, 2021 in life tagged Financial planning / IRA / retirement planning / Roth ira / Savings by Macee Hall

As we turn a leaf into the new year, here are some Long-Term Care reminders and how the product works. People who have Long-Term Care policies can file a claim if a medical professional deems that the insured cannot perform two of the six daily living activities at an adequate […]

Long-Term Care Reminders

January 14, 2021 in life tagged assisted living / Financial planning / future / health insurance / long term care insurance by Jeffrey Cooperstein

Here, we have compiled a list of financial mistakes to avoid over age 40. — Money doesn’t grow on trees, and you’ve likely figured that out by the time you’re in your 40s. At this point, your decisions matter more than ever because they lay the groundwork for the decades ahead. It can be hard to know what to spend now and what to save […]

Financial Mistakes to Avoid Over Age 40

October 17, 2020 in Health / life / Medicare tagged 401k / debt / Financial planning / life insurance / retirement planning by Macee Hall