September is Life Insurance Awareness Month and while we push onward through this pandemic, the year has left many families without loved ones; loved ones who may or may not have prepared a financial back-up plan including life insurance to protect themselves and their family. Read more to find out which plans can provide tax-free …
Thus far 2020 has been a year filled with uncertainty, with one exception, the choice on whether or not to take a 2020 RMD disbursement. Due to both the SECURE and CARES Act, a multitude of options are available for those of age to receive RMDs. The choice is whether or not to take …
As this is family wellness and legacy month, let’s talk about life insurance. Life insurance is a love letter to help your loved ones. Life insurance says “Honey when I walk out, cash will walk in tax-free.“ It is common knowledge that life insurance is often used to pay for funeral and end of life …
Buying life insurance is one of the most important, and personal, financial decisions a person can make. Not only will your policy choice impact your finances during your lifetime through premiums, tax benefits, and payouts, but whether or not you choose to purchase life insurance can affect the financial lives of loved ones long after …
Continue reading “Three Key Things You Should Know About Life Insurance”
Tel. 860 – 676 – 1100
