Life Insurance underwriting is catching a new wave, changing the way policies are issued. Insurers are now offering non-medical underwriting processes, providing convenience and speed like never before. Let's explore this recent trend and how it's transforming the life insurance landscape.
In the ever-evolving landscape of investments, Buffered ETFs have emerged as a fascinating option for investors seeking a balance between growth and protection. These innovative investment vehicles offer a unique approach to navigating volatile markets while preserving capital. In this blog post, we'll delve into the world of Buffered ETFs, demystify their mechanics, and explore their potential benefits.
A Friday surge pushed stocks solidly into positive territory last week, ignited by cooling in an inflation gauge closely tracked by the Federal Reserve.
As a Certified Financial Planner™, I am always on the lookout for strategies and products that can help my clients achieve their financial goals, and one such product is the Variable Annuity with Guaranteed Minimum Withdrawal Benefits (VA with GMWB).
The Zettergren family is always on the lookout for unique and innovative ways to invest and build income streams. Over the past few years, we've discovered a fun and rewarding venture that combines our love of automobiles and service – renting our own fleet of cars on Turo.
As the summer sun grew warmer and brighter, my family and I decided it was time for an unforgettable adventure. We packed our bags and headed north to the idyllic coastal town of York Beach, Maine, accompanied by the most cherished members of our extended family: my parents Al and Bettye, my sister Liz, and her two young boys.
As a CERTIFIED FINANCIAL PLANNER™ Practitioner, I often discuss the importance of financial security with my clients. Among all the topics we cover, life insurance tends to be one that people find most complex. But it doesn't have to be. It's my mission to simplify these matters for you, helping you secure a solid future for your loved ones.
For high-income earners, finding ways to maximize retirement savings and minimize taxes can be quite a challenge. But, there's one tax strategy that can help you do both: the Mega Backdoor Roth. Although it sounds complicated, it's not as complex as it seems. Let's simplify it.
Planning for the future often involves difficult conversations and decisions, particularly when it comes to long-term care (LTC). But it doesn't have to be a daunting process. One of the key strategies that can be employed to secure your future and ensure peace of mind involves using life insurance - specifically, life insurance with Long-Term Care (LTC) riders.
High-income earners face challenges in finding retirement savings options that minimize their tax burden. While Roth IRAs provide tax advantages, the income limitations and...
Whether you're just starting your career, deep in the throes of raising a family, or eyeing the golden years of retirement, it's crucial to have a knowledgeable guide by your side for the financial journey. That's where a Certified Financial Planner™ (CFP®) comes in. However, the term that often leaves people puzzled is "fiduciary." Today, let's break it down and explain what it means and why it's so important.
