by Laurel | Mar 9, 2017 | Uncategorized
We may not all like to eat apples but I have never met anyone who wants to pay more in taxes than they need to. This is one of many differences between your CDs and Annuities. Here are some more compelling reasons to consider using annuities instead of your non liquid...
by Laurel | Mar 9, 2017 | Uncategorized
The income you make over your lifetime will far exceed the value of your homes, cars, or the expense of children (believe it or not) and what is the one thing we never think about insuring?? Your income and if you a small business owner, you have even greater...
by Laurel | Mar 9, 2017 | Uncategorized
Have you been saving all your life for your GOLDEN YEARS? Are you still wondering if you have saved enough to maintain your standard of living? Do you have any holes in your financial plan that may have been overlooked? Do you have adequate guarantees in your plan to...
by Laurel | Mar 9, 2017 | Uncategorized
“Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it.” Albert Einstein. Tax deferral allows you to compound interest even quicker than just simply compounding interest by itself. This is...
by Laurel | Mar 9, 2017 | Uncategorized
Are you ready to start planning or have you already been doing it for the last fifty years? Sooner or later this question will hit you, maybe at your first child or maybe your tenth grandchild (if it hadn’t already), What is my Legacy? How will I be remembered by my...
by Laurel | Mar 9, 2017 | Uncategorized
With all the changes in the health insurance industry, costs are increasing and benefits are decreasing. Here are the new costs for 2017 for Medicare. If these concern you, we should talk. One of our representatives will contact you to ensure you have adequate...
by Laurel | Mar 9, 2017 | Uncategorized
Who has not heard all the good and bad press about index annuities? Have you ever known the right questions to ask about these products for your particular situation? How do you know these are not right for you unless you know the right questions to ask? If you...
by Laurel | Mar 2, 2017 | Insurance and Retirement Planning
Everyone eventually gets old in life, and as a result, we can’t always work and make money. We all need to plan for the future and make sure that when we are no longer physically or mentally able to work, that will still have money to live at least somewhat...
