Tag Archives: life insurance

Losing a spouse is never easy and a difficult topic for many to even imagine. But when you become a widow or widower, moving beyond the grief to address important financial items in your life is essential. Whether you recently lost your loved one or you need to prepare for the road ahead, here are […]

Financial lives are inherently complex and require thoughtful perspectives and strategies for you and your loved ones. Multigenerational households pose additional challenges to heads of households. A multigenerational household has two or more adults from different generations. More than 60 million Americans live in multigenerational households, comprising 19% of the population. Living in a household […]

Enjoying a comfortable retirement depends on how well you prepared ahead of time to support your desired lifestyle, and how well you keep a pulse on your financial well-being after you retire. You may need to check periodically to ensure you can continue to afford retirement and health-care needs, no matter how much planning you […]

Life insurance and annuities can bring protection and retirement income that help people meet their financial needs and goals. When you buy these items, you get the opportunity to name beneficiaries who will receive distributions after you pass away. This article provides insight into why you name beneficiaries and how that helps protect you and […]

For most of your adult life, you may have had the protection of life insurance to help safeguard you and your family. But as your life changed, so did your family’s needs and financial goals. With every transition and milestone, you should take the time to reexamine your life insurance policy to make sure you […]

August is one of the most popular months of the year for births. A new bundle of joy brings love and excitement — and a whole new set of money worries. Having a baby is financially overwhelming. How will you afford diapers and daycare? Soccer and swim lessons? And finally college? Financial professional Brad Allen […]