Planning for Single Parents Revisited
Episode 301 – Single parents must have their financial house in order, through insurance, financial and estate plans, to help protect their sources of income, existing assets and their children.
Why You Need a Real Person to Help With Your Life Insurance Needs
Episode 300 – Anyone who has ever tried to call a large bank or medical practice knows one simple truth: It’s becoming increasingly difficult to talk to a real person. But that’s just what so many of us need. The case for interaction with a real people is especially important when it comes to life insurance.
Important Retirement Savings Rules Changes You May Have Missed
Episode 299 – The Secure Act and Secure 2.0 were both designed to assist people when it comes to saving for retirement. But as with any new law, the rules can be confusing, and some of the provisions are still being phased in.
Planning is a Dynamic, Not a Once-and-Done, Process
Episode 298 – No matter what was planned for, the plan must be regularly reviewed and updated to meet changing family, financial, economic, political and legal environments. Planning is a dynamic process that doesn’t end.
Millennials, Gen X and Gen Z Need to Prepare for Retirement Now Revisited
Episode 297 – Whether you’re hoping to achieve financial independence and retire early as part of the FIRE movement or later, Millennials and members of Gen Z and Gen X need to prepare for retirement now.