How a term-to-permanent life insurance contract conversion worksLife changes—your life insurance can, too. Discover how converting a term policy to permanent coverage can offer lifelong protection.
Living within your means: What it is & how to do itTrying to get your finances on track? Learn more about healthy financial habits you can start doing today to avoid overspending and live within your means. ⬇️
Reaching retirement with financial stability is a reason to celebrate. 🎉 Here's a checklist to help you prepare for the retirement you've always wanted: https://bit.ly/4075vRo
Risk tolerance. Investment budget. Diversification. Tax implications.
Have these topics been on your mind lately? Together, we can review your financial picture and design a plan that can help you reach your short- and long-term goals.
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Investing basics: The complete guide for beginnersInvesting may seem complex, but learning the basics can help prepare you to take the next step. From terminology 101 to learning how to assess your risk tolerance, this guide will help give you a foundational understanding of investing.
If you’d like to align your investments with your financial goals, let’s set up a meeting.
Here are questions to consider when investing:
✔️ What are your financial goals?
✔️ How much can you afford to invest?
✔️ What is your risk tolerance?
✔️ How can you help ensure your portfolio is diversified for long-term growth?
Understanding your financial goals and preferences can inform your strategy. Let’s set up time to discuss your investing goals and what you can do to reach them.
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You can start retirement planning at any age. And you don't have to do it alone. Together, let's review your financial goals and priorities to ensure you are on the right track for your future.
Is your investment approach more hands on, or do you prefer to keep it casual?
Understanding the differences between investment approaches can help you take control. >> https://bit.ly/4hQcEgs
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It's never too late to start investing. Whether you're nearing retirement or just beginning to plan, here are some questions to get you started:
1️⃣ What are you investing for?
2️⃣ What is your time horizon?
3️⃣ What is your risk tolerance?
If you’re looking for a professional to help you with your investing strategy, let’s talk.
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Investing in volatile markets: Smart strategies for confident investingMarket volatility is a natural part of investing, which means risk and reward go hand in hand as markets rise and fall. Here are 7 ways to deal with a volatile stock market.
Investing for retirement can feel overwhelming. No matter where you are on your journey, the key is to be consistent and stick with it. A strong retirement investment strategy includes:
✔️ Portfolio diversification
✔️ Understanding your risk tolerance and adjusting over time
✔️ Investing in tax-advantaged accounts like IRAs and 401(k)s
Learn more about investing for retirement: https://bit.ly/4iYmfCX
Why disability insurance matters & who should get itWondering if disability income insurance is something you need? This resource contains commonly asked questions so you can decide what is right for you. ⬇️
How to start investing with little moneyYou don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. ⬇️
Disability income insurance replaces a portion of your income if you're unable to work due to illness or injury—helping you maintain financial stability during challenging times. Interested in learning more about coverage options? Let's talk.
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How the cash value of life insurance worksYour life insurance could be more than protection—it could be a financial asset. 💡 A permanent life insurance policy has the ability to accumulate cash value, which you can possibly use to help fund your retirement, college education or new home.
Take a look at this resource to learn more about the cash value feature and what type of life insurance policy may be right for you.
Budgeting 101: Definition, purpose & typesYour budget should work for you, not against you. Align your spending, saving and giving with your values—without guilt or stress. Start building a budget that supports your goals today.
Several factors, like age and marital status, should be taken into consideration when deciding when to start taking Social Security. But those are not the only ones. Learn more about other key factors that impact Social Security: https://bit.ly/44be4hK
What kind of financial goals do you have for your future retirement? If you’d like to have an additional income stream to supplement your retirement savings for unplanned expenses or spontaneous trips, consider an annuity.
Annuities can be customized for your unique needs. Let’s discuss if an annuity may be right for you.
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