Category: Insurance

What is financial planning?

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Jun 2, 2020 | Debt/Credit, Estate Planning, Insurance, Investing, Medical & Healthcare, Planning, Tax Planning | 0 |

You probably hear it all the time from your financial advisor . . . “You need a financial plan!”...

Pre-Retirement Checklist

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Apr 28, 2020 | Debt/Credit, Estate Planning, Insurance, Investing, Medical & Healthcare, Planning, Tax Planning | 0 |

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.

12 ways to add 1.57% to 2.99% Per Year To Your Retirement Planning

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Feb 4, 2020 | Insurance, Investing, Planning, Tax Planning | 0 |

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!

Mark Maurer, CFP®, MBA -What you need to know about long term care insurance for late in life healthcare expenses

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 11, 2019 | Insurance, Medical & Healthcare | 1 |

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!

Can’t Fund An HSA? How About An IRA To HSA Rollover?

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 10, 2019 | Insurance, Investing, Medical & Healthcare | 0 |

Trouble funding your HSA (health savings account)? Why not do an IRA to HSA conversion? Remember,...

Major Expenses In Retirement and How They Affect Retirement Planning

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 2, 2019 | Debt/Credit, Insurance, Medical & Healthcare, Planning, Tax Planning | 0 |

Do you know what the major expenses in retirement are and how you are going to pay for them? ...

What is long term care insurance?

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Aug 21, 2019 | Insurance, Medical & Healthcare | 0 |

First off, I do not sell any insurance whatsoever. While I advise clients on their individual...

Selling A Life Insurance Policy With Life Settlements—An Interview With Mark Mrky

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Jul 24, 2019 | Insurance, Planning | 0 |

This interview with Mark Mrky I did as part of my Wealth Summit series of interviews. Mark is a...

Medicare Open Enrollment Coming Soon

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Sep 26, 2017 | Insurance, Medical & Healthcare | 0 |

Medicare’s Open Enrollment period is from October 15 – December 7, 2017, with...

Variable Annuity Leader Met Life Fined

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | May 5, 2016 | Insurance, Investing | 0 |

Variable annuity leader Met Life fined Go figure! In our last blog on variable annuities...

How do variable annuities work?

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | May 4, 2016 | Insurance, Investing | 0 |

How do variable annuities work? Let’s start with “what is a variable annuity?”...

What is term life insurance?

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 13, 2015 | Insurance | 0 |

What is term life insurance? Term life insurance is exactly what the name implies. It’s life...

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