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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

retirementincome

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Read more about the article How much cash is too much?

How much cash is too much?

  • Post author:Admin
  • Post published:December 31, 2025
  • Post category:My Wealth

Recently, savers have had the opportunity to take advantage of some of the highest interest rates in decades. Those high rates, coupled with lingering economic uncertainty, have led some savers…

Continue ReadingHow much cash is too much?
Read more about the article Creating an income plan for retirement

Creating an income plan for retirement

  • Post author:Admin
  • Post published:December 17, 2025
  • Post category:My Wealth

As an entrepreneur, Cathy Lee has plenty of experience solving problems and making decisions about what to do with money. When it came to retirement planning, however, that felt like…

Continue ReadingCreating an income plan for retirement
Read more about the article How divorce can affect finances for those over age 50

How divorce can affect finances for those over age 50

  • Post author:Admin
  • Post published:December 3, 2025
  • Post category:My Wealth

If you are over 50 and going through a separation, you are not alone. In fact, more than one in three divorces in the United States are among couples over…

Continue ReadingHow divorce can affect finances for those over age 50
Read more about the article Divorced? What you need to know about your Social Security options

Divorced? What you need to know about your Social Security options

  • Post author:Admin
  • Post published:November 19, 2025
  • Post category:My Wealth

When couples marry, they dream of building a life together, retiring together and growing old together. Divorce changes plans, alters hopes and dreams, impacts finances and disrupts strategies for retirement.…

Continue ReadingDivorced? What you need to know about your Social Security options
Read more about the article Tips for finding emotional balance in the Sandwich Generation

Tips for finding emotional balance in the Sandwich Generation

  • Post author:Admin
  • Post published:November 5, 2025
  • Post category:My Wealth

If you’re part of the Sandwich Generation, you may be raising kids, supporting adult children and juggling caregiver responsibilities of aging parents. While this can be incredibly rewarding, the demands…

Continue ReadingTips for finding emotional balance in the Sandwich Generation
Read more about the article Married? Know your Social Security benefits and options

Married? Know your Social Security benefits and options

  • Post author:Admin
  • Post published:October 22, 2025
  • Post category:My Wealth

While individuals have important decisions to make regarding Social Security, married couples have the most options when it comes to claiming and coordinating benefits. For the purposes of determining benefits,…

Continue ReadingMarried? Know your Social Security benefits and options
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 Free Q&A with Your Local Agent

Free Q&A with Your Local Agent

  • Post author:Admin
  • Post published:September 23, 2025
  • Post category:

We are here to answer any questions. Just visit our both @ Walgreens Flour Mound

Continue ReadingFree Q&A with Your Local Agent
Read more about the article Free Q&A with Your Local Agent

Free Q&A with Your Local Agent

  • Post author:Admin
  • Post published:September 23, 2025
  • Post category:

We are here to answer any questions. Just visit our both @ Walgreens Flour Mound

Continue ReadingFree Q&A with Your Local Agent
Read more about the article Free Q&A with Your Local Agent

Free Q&A with Your Local Agent

  • Post author:Admin
  • Post published:September 23, 2025
  • Post category:

We are here to answer any questions. Just visit our both @ Walgreens Flour Mound

Continue ReadingFree Q&A with Your Local Agent
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