What is financial planning?
You probably hear it all the time from your financial advisor . . . “You need a financial plan!”...
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Category: Insurance
Pre-Retirement Checklist
This pre-retirement checklist breaks down the 3 key steps you should follow in order to make sure you’re truly ready to retire with confidence.
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12 ways to add 1.57% to 2.99% Per Year To Your Retirement Planning
Who wouldn’t want to add 1.57% to 2.99% to their retirement planning? According to Morningstar and Vanguard studies, smart financial planning and investment decisions can add from 1.57% to 2.99% to your bottom line in retirement!
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Mark Maurer, CFP®, MBA -What you need to know about long term care insurance for late in life healthcare expenses
One of the top concerns most retirees have today is suffering late in life healthcare expenses. Long-term care expenses can easily wipe out your life savings (or your spouses when you pass). One solution is to consider purchasing long-term care insurance, and this interview covers everything you’ll need to know!
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Can’t Fund An HSA? How About An IRA To HSA Rollover?
Trouble funding your HSA (health savings account)? Why not do an IRA to HSA conversion? Remember,...
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Major Expenses In Retirement and How They Affect Retirement Planning
Do you know what the major expenses in retirement are and how you are going to pay for them? ...
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What is long term care insurance?
First off, I do not sell any insurance whatsoever. While I advise clients on their individual...
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Selling A Life Insurance Policy With Life Settlements—An Interview With Mark Mrky
This interview with Mark Mrky I did as part of my Wealth Summit series of interviews. Mark is a...
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Medicare Open Enrollment Coming Soon
Medicare’s Open Enrollment period is from October 15 – December 7, 2017, with...
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Variable Annuity Leader Met Life Fined
Variable annuity leader Met Life fined Go figure! In our last blog on variable annuities...
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How do variable annuities work?
How do variable annuities work? Let’s start with “what is a variable annuity?”...
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What is term life insurance?
What is term life insurance? Term life insurance is exactly what the name implies. It’s life...
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