October Is National Financial Planning Awareness Month
Why October Matters for Your Finances Every October, National Financial Planning Awareness Month serves as a reminder to pause, reflect, and take...
The Great Wealth Transfer: Baby Boomers Passing Trillions
Over the next ten years, the United States will experience one of the largest financial shifts in history: the great wealth transfer. Baby...
Permanent vs. Term Life Insurance: What’s the Difference?
When planning for your family’s financial future, life insurance is one of the most important tools you can put in place. But if you’ve ever...
One Big Beautiful Bill: What Retirees Need to Know
Retirement planning is never static. Every few years, Washington passes new legislation that can change how much retirees pay in taxes, what...
The Role of Life Insurance in a Comprehensive Retirement
When most people think about retirement planning, they picture savings accounts, 401(k)s, IRAs, or Social Security benefits. Life insurance often...
IUL Insurance Explained: Pros, Cons, and Misconceptions
Indexed Universal Life (IUL) insurance is one of the fastest-growing life insurance products in the U.S. Often marketed as a way to get the “best...
The Role of Life Insurance in Estate Planning
When people think about life insurance, they often focus on income replacement or protecting loved ones after death. But life insurance is also one...
Tax Advantages of Life Insurance You May Not Know
When people think about life insurance, they usually focus on the protection it provides for loved ones. But life insurance also comes with unique...
Using Life Insurance to Protect Retirement Income
When most people think of life insurance, they think of it as a way to provide for loved ones after death. But life insurance also plays a powerful...
Life Insurance vs. Annuities: Key Differences Explained
At first glance, life insurance and annuities might seem like opposites: one protects against dying too soon, the other protects against living too...
How Much Life Insurance Do You Really Need?
How Much Life Insurance Do You Really Need? Buying life insurance is one of the most important financial decisions you can make, but knowing how...
5 Life Insurance Myths That Could Cost Your Family
5 Life Insurance Myths That Could Cost Your Family Life insurance is one of the simplest and most affordable ways to protect your family’s...
Life Insurance Awareness Month: Why It Matters in 2025
Each September, Life Insurance Awareness Month reminds us of a simple truth: tomorrow isn’t promised, but we can plan for it. For millions of...
What to Do After You’ve Made Your Will or Trust
You’ve done something incredibly important: you made your will or set up a trust. That step alone puts you ahead of many Americans. But don’t stop...
Passing Down More Than Money: Letters & Legacy Planning
When people think of estate planning, they usually picture wills, trusts, and dividing up their assets. But your legacy isn’t just about what you...
Featured Blogs
- December Medicare Checkup: What to Review Before Jan 1
- 5 Year-End Retirement Blind Spots to Avoid in 2025
- Your December Retirement Checkup Guide
- Black Friday Savings Tips Retirees Can Use This Holiday
- The Retirement Spending Smile Explained
- A Thanksgiving Lesson in Gratitude, Guidance & Guaranteed Income
- Give Thanks, Then Revisit Your Retirement Plan
- How to Build Financial Resilience in Uncertain Times
- Smart Charitable Giving Before Year-End
- Understanding RMDs: What Every Retiree Needs to Know Before Age 73
- The Retirement Income Gap: Will Your Money Last?
- The Psychology of Retirement: Aligning Money and Mindset
- The 3-Bucket Plan for Calm Cash Flow
- How to Stress-Test Your Retirement Plan
- Why a Year-End Portfolio Review Could Save Your Retirement
- 4 Retirement Myths That Can Cost You Big Time
- Is Your Medicare Specialist on the Calendar Yet?
- The Retirement Tax Trap: Moves to Make Before Year-End
- How to Use Catch-Up Contributions to Boost Your Retirement
- Why Retirement Financial Literacy Matters More Than Ever
- Why Guaranteed Lifetime Income Is Your Next Big Priority
- Your Year-End Financial Planning Checklist for 2026
- The Hidden Link Between Health Costs and Retirement Security
- Tootsie Tuesday Starts Nov. 4—Stay Tuned!
- Keeping Your Financial Plan on Track After Retirement
- Medicare Open Enrollment Starts Today: What You Need to Know
- Protect What You’ve Built: Managing Risk in Retirement
- Turning Savings Into Income: Your Lifetime Paycheck Plan
- The Cost of Waiting: Don’t Delay Your Financial Plan
- How to Calculate Your Retirement Income Gap (Why It Matters)
- October Is National Financial Planning Awareness Month
- The Great Wealth Transfer: Baby Boomers Passing Trillions
- Permanent vs. Term Life Insurance: What’s the Difference?
- One Big Beautiful Bill: What Retirees Need to Know
- The Role of Life Insurance in a Comprehensive Retirement
- IUL Insurance Explained: Pros, Cons, and Misconceptions
- The Role of Life Insurance in Estate Planning
- Tax Advantages of Life Insurance You May Not Know
- Using Life Insurance to Protect Retirement Income
- Life Insurance vs. Annuities: Key Differences Explained
- How Much Life Insurance Do You Really Need?
- 5 Life Insurance Myths That Could Cost Your Family
- Life Insurance Awareness Month: Why It Matters in 2025
- What to Do After You’ve Made Your Will or Trust
- Passing Down More Than Money: Letters & Legacy Planning
- The Hidden Risks of DIY Wills and How to Avoid Them
- TOD, POD & Beneficiaries: Tools to Avoid Probate
- Probate Explained: What It Is and How to Avoid It
- Naming Beneficiaries: The Hidden Danger of Getting It Wrong
- Spotlight Series: Michael Dinich of Your Money Matters, Inc.
- Wills vs. Trusts: Do You Need One, the Other—or Both?
- What Really Happens If You Die Without a Will in Place?
- Why You Still Need a Will—Even If You’re Retired
- Quarles and Herring of Financial Longevity Advisory
- From Retirement Ready to Legacy Ready: What Comes Next?
- What’s Your Retirement Goal—and Are You on Track?
- How Inflation Quietly Erodes Your Retirement Income
- Peace of Mind in Retirement Starts With a Plan
- Avoiding Retirement Surprises Most People Miss
- How Social Security Timing Impacts Retirement Income
- Smart Tax Moves That Boost Retirement Income Longevity
- Spotlight Series Interview with Paul R. Lowe
- Avoiding Market Risks in Retirement: Why It Matters
- How to Create a Retirement Paycheck That Lasts
- How to Fill the Gaps in Your Retirement Income Plan
- Guardian Investment Advisors: Plan with Purpose
- Is Your Retirement Plan Ready for the Real World?
- A Holistic Retirement Strategy with Marlene Woodyard
- 3 Retirement Mistakes That Can Still Be Fixed in 2025
- The Power of Zero: Protecting Retirement from Losses
- What Happens If You Outlive Your Retirement Savings?