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We are a team of Financial and Insurance Professionals from across the state who specialize in various aspects of the industry such as life insurance, annuities, social security retirement strategies, long term care, Medicare planning, worksite solutions, voluntary benefits, individual health insurance and employee benefits and collectively, we bring well over 100 years of expertise and resources to the table.
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show series
 
Today we're tackling a question that's probably crossed all of our minds atsome point: Can you really retire in 3 years or less? I know, it sounds crazy, but forsome folks, it's totally doable. We're gonna break down the key things you need toconsider if early retirement is your goal.
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You know, we're often told that retirement is this magical time where all ourworries fade away. But the reality is, for many boomers, retirement comes with its ownset of concerns. Coming up, two things to do and two things not to do to help you get toretirement.
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Coming up…we’re gonna celebrate the CHANGING OF THE SEASONS…and make sure youdon’t get LEFT OUT IN THE COLD. Don’t miss our SPECIAL SEASONAL TIPS that you need to knowfor MAXIMUM FINANCIAL SUCCESS…from the SUNNY START of SPRING…to the FREEZINGCHILL of WINTER!
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Most of the financial articles you read are about the importance of saving forretirement. Saving is important, but it generally isn’t enough to retire successfully.Retirement has lots of moving parts, we break it all down on today’s show.
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A hot and perhaps divisive topic—one that’s been on everyone’s mind as weapproach the 2024 election—the intersection of presidential races and economicpolicies and how they could affect your financial future, especially if you’re nearing orenjoying retirement.
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Planning for retirement can be daunting, but knowing the pitfalls can make allthe difference. From delaying your planning to underestimating your future costs, thesemissteps can significantly impact your retirement. We’ll show you some proactivestrategies to sidestep these common errors and secure a comfortable and stress-freeretirement.…
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You’re five years away from retirement. Are you prepared both financially and emotionally for the transition? We’ll make sure you have your bases covered and give you a few important actions to take to help make sure you are ahead of the game. All that, after this.
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Plenty to discuss this week including the latest on the Social Security go brokedate. Hint – it’s almost good news. We’ll hear from Stanley Druckenmiller who hasstrong feelings about our economy. And a new Gallup Poll on what American’s biggestfinancial fears are this year.
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Retirement planning has seen significant changes over the past 20 years,influenced by shifts in the economy, demographics, technology, and regulatoryenvironments. Today we’ll review some of the most significant changes and how theycan impact your retirement.
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Plenty to discuss this week including the latest on the Social Security go brokedate. Hint – it’s almost good news. We’ll hear from Stanley Druckenmiller who hasstrong feelings about our economy. And a new Gallup Poll on what American’s biggestfinancial fears are this year
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When it comes to retirement, there are many misconceptions that can be incredibly detrimental to folks in the future, and also, difficult to recover from. On today’s show, we clear up the confusion and help you avoid making missteps on your way to and through retirement, along with tips to help you save more. Stay tuned.…
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When it comes to financial literacy, social media has done a lot of damage. We’re exposing some of the worst financial planning advice to go viral on social media, exploring why it’s so dangerous, and doing a bit of financial influencer myth-busting to perfect the record on today’s show. Stay tuned
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Coming up today, how to identify the retirement planning concerns that matter the most, tips to help you along the path on your retirement road trip, and questions to be asked and answered before you drive off into the sunset.
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Periodically reviewing your finances can help ensure that you are on track to achieve your goals and minimize the chances of any costly oversights. What better time to eliminate any “March Madness” in your financial plan thannow?
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Coming up today, we explore the best way to clarify your retirement savingsstrategy, discuss tax tips and new legislation regarding that might change the worldof Social Security as we know it. All that and more, starting right now on ________.
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When it comes to retirement planning, one of the most important components is generating income to last you through retirement. On today's show, how you can do this despite challenging economic conditions. It all starts now.
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It's important to know the cold, hard truth of your financial situation when planning for retirement. On today's show, solutions to help you navigate harsh retirement planning truths, how you can be the CEO of your retirement, and ROIs. And it all starts...right now
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There are plenty of decisions that have to be made regarding retirement and retirement planning. If you're near retirement we've got four do's, four don'ts, and one never for you, Plus how you can overcome six common financial fears, And it all starts right now.
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As the year winds down we're looking ahead to 2024 and what changes are in store for many in the financial red zone, that's five to ten years from retirement. SECURE 2.0 has rolled out some changes that are shaking up how employer-sponsored retirement plans work. On today's show, we check some highlights…
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Celebrities often face financial challenges that require the assistance of a financial advisor for celebrities. By avoiding these common financial mistakes, folks can learn how to better manage their wealth and ensure long-term financial stability. Coming up, we cover a few cautionary tales from Hollywood to learn what NOT to do with your money and…
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There are many reasons why folks forego working with financial professionals. Today, we are going to break down 10 of the most common reasons folks resist professional help while building their financial plans and explain exactly How a financial advisor would be able to help.
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