Category Archives: Life Happens

A Financial Lifeline You May Have Forgotten About

6 Apr

So much has happened in the last few days and weeks that it feels like months have passed. The impact is being felt in so many ways by so many people. Let’s shine a light on a financial lifeline – a solution – you may have forgotten about. More >>

Do I Still Need Life Insurance Once I Retire? Your Questions Answered

15 Jan

Do I need life insurance once I retire? Just because you’re retired doesn’t necessarily mean you’re financially sound.

The bottom line is this: If you owe someone, love someone, or someone depends on on you financially, you need life insurance. And just because you’re retired or old doesn’t mean those three things go away. More >>

Let My Breast Cancer Story Be a Wake Up Call for You

16 Oct

I was diagnosed with noninvasive breast cancer in the spring of 2009 and it came as a complete surprise. I have no family history and I was 41 at the time—relatively young for a breast cancer diagnosis.

I was scared. As a financial professional, I have often faced such crossroads with clients. Now it was my turn. More >>

Experts Weigh in on Key to Financial Success

9 Oct

We asked some top advisors what their advice is for being financially fit. Here’s what they shared with us. How many of these can you tick off? More >>

September is Life Insurance Awareness Month

5 Sep

Danica Patrick, spokesperson for Life Insurance Awareness Month, talks fitness. That means being financially fit, too! More >>

Separating Fact from Fiction When It Comes to Long Term Care Insurance

31 Jul

Few people are prepared to handle the financial burden of long-term health care. In fact, many people have a false sense of security when it comes to long-term care. Let’s separate fact from fiction. More >>

5 Things Millennials Need to Know About Life Insurance

17 Jul

Being catapulted into the adult world is a shock to the system, regardless of how prepared you think you are. And these days, it’s more complicated than ever, with internet access and mobile devices being must-have utilities and navigating tax forms when they aren’t as “EZ” as they used to be. More >>

I Have Life Insurance Through My Employer. Why Do I Need Another Policy?

26 Jun

One of the perks of having a full-time job with a good company is the benefits package that comes with it. Often, those benefits include life insurance coverage, which is great. And everyone who can get life insurance at work should definitely take it, as there are many advantages to company-funded life insurance, also known as group life insurance. More >>

Learning to Thrive to Honor Our Parents’ Memory

30 May

I lost my father to lung cancer when I was 7 years old. Without his steady income and also without adequate life insurance covering his loss, my mother had to raise my brother, who was 10, my sister, who was 9, and me by herself solely on Social Security and disability income. More >>