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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

Author: Admin

This author has written 52 articles
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Read more about the article Your retirement checklist

Your retirement checklist

  • Post author:Admin
  • Post published:May 29, 2024
  • Post category:My Wealth

Before you start your next big chapter of retirement, you’ll want to make sure you’re financially on track for the golden years you want. Like many important to do’s, breaking…

Continue ReadingYour retirement checklist
Read more about the article Many women are rethinking their retirement style

Many women are rethinking their retirement style

  • Post author:Admin
  • Post published:May 15, 2024
  • Post category:My Wealth

American women live about six years longer than men, with the average U.S. man living to 73 and the average woman living to 79. This means that many American women…

Continue ReadingMany women are rethinking their retirement style
Read more about the article Do you know what affects your Social Security benefit amount?

Do you know what affects your Social Security benefit amount?

  • Post author:Admin
  • Post published:May 1, 2024
  • Post category:My Wealth

Social Security was never intended to be a retiree's sole source of retirement income. Still, it will likely provide thousands — even hundreds of thousands — of dollars over the…

Continue ReadingDo you know what affects your Social Security benefit amount?
Read more about the article Tax tips for married couples

Tax tips for married couples

  • Post author:Admin
  • Post published:April 1, 2024
  • Post category:My Wealth

When you sit down to work on their 2023 income tax returns, you're likely going to notice a few changes. From wider tax brackets and a significant increase in the…

Continue ReadingTax tips for married couples
Read more about the article Are you missing these 5 small business tax deductions?

Are you missing these 5 small business tax deductions?

  • Post author:Admin
  • Post published:April 1, 2024
  • Post category:My Wealth

While taxes can’t be escaped, there are ways to help lessen the impact. When it comes to managing your own firm’s tax situation, remember these IRS tax reform provisions that…

Continue ReadingAre you missing these 5 small business tax deductions?
Read more about the article Top 5 index factors to consider

Top 5 index factors to consider

  • Post author:Admin
  • Post published:March 1, 2024
  • Post category:My Wealth

Despite sharing the same basic structure, all fixed indexed annuities (FIAs) are not created equally. While the S&P 500® is the most popular benchmark index for FIAs, a growing segment of…

Continue ReadingTop 5 index factors to consider
Read more about the article Create financial resolutions that can lead to results

Create financial resolutions that can lead to results

  • Post author:Admin
  • Post published:February 1, 2024
  • Post category:My Wealth

While setting goals is a great way to move toward what you want in life, New Year’s resolutions are not always easy to keep. Research shows that nearly a quarter…

Continue ReadingCreate financial resolutions that can lead to results
Read more about the article Tax breaks for people 50 and over

Tax breaks for people 50 and over

  • Post author:Admin
  • Post published:January 1, 2024
  • Post category:My Wealth

If you’re like many employees, you regularly set aside a portion of your paycheck to help build your retirement savings for the future. And if you’ve chosen a pre-tax retirement…

Continue ReadingTax breaks for people 50 and over
Read more about the article Make the most of your cost-of-living adjustment

Make the most of your cost-of-living adjustment

  • Post author:Admin
  • Post published:December 1, 2023
  • Post category:My Wealth

If you are retired and receiving a pension or a retiree receiving Social Security benefits, you can usually look forward to a cost-of-living adjustment (COLA) at the start of each…

Continue ReadingMake the most of your cost-of-living adjustment
Read more about the article Why many baby boomers are now becoming homeless at a high rate

Why many baby boomers are now becoming homeless at a high rate

  • Post author:Admin
  • Post published:November 1, 2023
  • Post category:My Wealth

Many baby boomers across the country are now coming to terms with the hard reality that working for your entire adult life is no longer enough to guarantee you’ll have…

Continue ReadingWhy many baby boomers are now becoming homeless at a high rate
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