What To Know To Protect Your Assets While Critically Ill

We depend on our incomes to pay for life’s necessities and to engage in our lifestyles. American workers use our earning power throughout the course of our working years in order to save for the future, enjoy the world around us, and to cover household and educational expenses, just to name a few of the …

Give More to Charities with Life Insurance

Over 72% of all contributions to charitable organizations in 2016 were made by individuals, according to the Giving USA Foundation.  People give to charities for a variety of reasons.  These reasons include: A compassion for the less fortunate A belief that they owe something back to society A wish to support a favored institution or …

How To Financially Plan For a Critical Illness

Americans work hard to achieve the financial security and lifestyles they desire. As we work, many of us are able to use our earning power to purchase homes, save for retirement, do some traveling, and engage in hobbies and other lifestyle activities. What happens if you were to become seriously ill? How can you protect …

Estate Planning: Assets & Finances

When planning an estate, the process begins with digging deep into fact finding of finances.  Reviewing assets and understanding the best ways to transfer assets is key in ensuring that family members will not have to deal with the “red tape” of probate court, especially if one passes without a will in place. Asset Review …

The Power of Indexed Annuities

For all investors, growing and protecting savings without the risk of market volatility or the risk of losing any of their savings sounds like a dream.  But, with fixed indexed annuities, this is exactly the case. An indexed annuity is a special type of annuity that yields returns on investments that are based on a …

Understanding the Four Types of Annuities

When planning for retirement, one option for continued income is annuities.  Many people shy away from annuity investments because they don’t fully understand how annuities work.  However, annuities can be a consistent source of income for many during retirement with little or no risk involved.  There are four different types of annuities that are available …

The Sharing Economy and Taxes

In recent years, there has been a new “minimalist” movement as millennials begin to enter their 30’s.  In prior years, the ultimate mark of the middle class was owning “stuff” and showing it off.  However, with the environmentally conscious millennial generation, owning two or three cars can be seen as wasteful.   Rather than have …

Avoid “Thinking Traps” in Financial Preparation

It is hard to believe that 72% of those living in the wealthiest country on earth report that they have felt some level of stress over money in the last month, but for almost 3/4ths of American’s, this is true. In fact, half of those living in the U.S. are so stressed out that they …

Geoffrey J. Thompson: Retiring by Age 55

Geoffrey J. Thompson understands that one of the top things employees fantasize about is retiring. Let’s face it – working for 40+ years can be a daunting future for America’s young employees. Dreaming about the days when one doesn’t have to get up, commute to work, and spend countless hours behind a desk is a …