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  • Home
  • My Life
    • Child Savings Plan
    • Diabetic Life Insurance
    • Final Expense Insurance
    • Funeral Burial Insurance
    • Living Benefits Insurance
    • Mortgage Protection Insurance
    • Mortgage Disability Insurance
    • New Parent Life Insurance
    • Smoker Life Insurance
    • Spouse Life Insurance
    • Term Life Insurance
    • Universal Life Insurance
  • My Health
    • Christian HealthCare Ministries
    • Health Care Exchange
    • Medicare, Medicare Advantage, Medigap & Medicaid
    • Suplemental Health Plans
      • Accidental Insurance
      • Cancer Wise Plus
      • Critical Illness Direct
      • Dental & Vision
      • Heart or Stroke
      • Hospital Indemnity
      • Short Term Disability
  • My Wealth
    • Debt Consolidation
    • The Disadvantages of the 401(k) retirement plans
    • The Disadvantages of 529 education plans
    • What is an Annuity?
    • Life Income Annuity
    • Annuity Exchange
  • About Us
    • My Career
  • Contact Us
    • Book an Appoitment
  • Our Blog
    • My Health (coming soon)
    • My Life (coming soon)
    • My Wealth
  • Events
    • Medicare Made Simple
    • Meet Your Local Agent

Monthly Archives: September 2025

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Read more about the article Ways to talk about and plan for an inheritance

Ways to talk about and plan for an inheritance

  • Post author:Admin
  • Post published:September 24, 2025
  • Post category:My Wealth

In 1972, men were the primary or sole earner in 85 percent of opposite-sex marriages, according to the Pew Research Center1. By 2022, that number had shrunk to 55 percent.…

Continue ReadingWays to talk about and plan for an inheritance
Read more about the article Securing your retirement with a long-term view

Securing your retirement with a long-term view

  • Post author:Admin
  • Post published:September 10, 2025
  • Post category:My Wealth

When you’re in your 40s and 50s and juggling immediate financial responsibilities — monthly bills, student loans, saving for your child’s college tuition — it can be easy to let…

Continue ReadingSecuring your retirement with a long-term view

RSS Wealth Management

  • Edelman Financial Engines Elevates New President to CEO While Considering Long-Term Plans
  • Wirehouses Beat Q3 Estimates, With Eyes on Crypto, Alts and Lending
  • $6B RIA Alesco Advisors Acquired By Local Credit Union
  • Navigating Required Minimum Distributions
  • Blackstone Creates Business Group to Bolster 401(k) Strategy

RSS Business News

  • Whirlpool CEO says Trump tariffs create 'level playing field' for US manufacturing expansion
  • Some popular protein powders contaminated with unsafe amounts of lead, study reveals
  • Trump official says federal job cuts will top 10K during shutdown as judge puts firings on hold
  • Stellantis unveils massive $13B US investment plan
  • Trump admin slams China’s 'global power grab' on rare earths, threatens triple-digit tariffs

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