Blog

It’s Time to Adult

by Amy Greene | I hate to break it to you, but you’re going to die. Yup. Sorry. No one’s making it out of this life alive. As you create your life, you have stuff that needs to be taken… Read More

Step Into Who You Want To Be

by Tracy Latona | Financial stress is something that 90% of Americans deal with, according to a survey from Thriving Wallet. Are you in the majority? Let’s take a step back and see how taking control of your finances would… Read More

Helping your clients get Policy Audits

Accountants, attorneys, coaches, and other financial advsiers frequently ask me for ways to connect with their clients about life insurance. The product is the foundation of financial security. What is a professional and effective way to make sure coverage is… Read More

So What Happens to Your Life Insurance After You Die?

by Kirk Cremer | Getting life insurance is a no-brainer, as it can provide your family and loved ones with crucial financial protection if you pass away. But how exactly does it work? And by that, we mean how does… Read More

It’s not the product – it’s the strategy

“Whole life insurance is a waste of your money.”“Whole life insurance gives you the best value.”“Buy term and invest the rest.”“Term is a waste of money.”“Indexed universal life is the best deal out there.”“Guaranteed universal life is the best deal… Read More

Last-minute tax saving opportunities

from Wharton Wealth Planning| Even though 2022 is over there are still a few ways to reduce your 2022 tax liability.You can contribute to or open up an IRA or Roth IRA (Backdoor Roth also) for 2022 through April 18,… Read More

Money Mindsets, Habits, and Behaviors

by Tracy Latona | What if I told you that taking control of your finances would create more time for what matters most, money, peace of mind, and allow you to be the person you want to be? Would you believe… Read More

Three patterns that keep you in the paycheck-to-paycheck cycle

by Angie Carlson| Three patterns that are keeping you stuck in the cycle of living paycheck-to-paycheck(and steps you can take TODAY to change that). I understand how this can happen. Society tells us what is normal, so it’s easy to… Read More

The art and science of buying life insurance

Selecting a life insurance policy is both an art and a science. The “science” part is easy, and very commonly used. To calculate the coverage amount, consumers typically use a formula that factors in age and income, such as 12… Read More

It takes a team of professionals to take care of us

Suppose you had a friend who was complaining of heart pain. You would be concerned, and not hesitate to refer him to a doctor whom you knew would take good care of him. What about a relative who was getting… Read More