News and Insights
Maximizing Social Security for married couples: How it works & spousal strategies to consider
Differences in each spouse’s Social Security retirement benefits and estimated life expectancy can affect your retirement strategy. Take a look at 4 strategies you can use to help maximize your Social Security benefits as a couple. ⬇️
Taking Social Security early? Reasons to consider (with pros & cons)
Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration. Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.
How the cash value of life insurance works
Your 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.
Supplemental disability insurance: What it is and when you need it
Unsure if you need supplemental disability insurance? Disability insurance through your employer only covers a portion of your salary, leaving a gap in financial support for your family, if you're unable to work for an extended period of time. Let's connect if you'd like to add an additional layer of income protection.
How to invest during a market downturn
Wondering if and how your investment portfolio needs to change during market downturn? While it’s important to not derail your longer-term investing goals by making large changes to your investment mix, there are investment options you can consider that tend to hold up even in downward economic times. ⬇️
How to invest during a market downturn
Choosing what to invest in during a market downturn depends on a few factors, such as your financial goals, time horizon and risk tolerance. This resource provides investment opportunities for your consideration, so you can make thoughtful decisions about how you want to invest. Let’s connect if you’d like to discuss what changes you can make to your investment portfolio to help hedge against risk and position you to reach your long-term goals.
Should you get life insurance in your 20s? 5 reasons to consider it
Life insurance may not be the first thing that comes to mind in your 20s. But did you know it can be more affordable when you’re younger and healthier? Here are some reasons to consider purchasing life insurance at an earlier age. ⬇️
