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 >>

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 >>

3 Questions to Ask When It Comes to Life Insurance

1 May

Your life insurance needs will ebb and flow throughout your lifetime. Buying a term policy early in your career or taking a basic employer-issued life insurance policy is a common course of action.

However, deciding how much and what type of life insurance you need at each stage of your life will serve you and your loved ones much better. More >>