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NEWS UPDATES

May 2, 2017

You may know the risk of needing

long-term care…

But do you understand the consequences?

You have likely seen the statistics that talk about the risk of needing long-term care as you age. Like most, you have probably told yourself, “It will never happen to me.”  I am on your side and hope it never happens to you either.

...

April 5, 2017

Email Question From Rachel Kamita:

Hello Sage,

I am writing an article about what students should be doing with their money or should start doing with their money.

Knowing that students don't have much money, probably working part-time and also have debt, I was wondering what should students be doing or preparing to do for their futures. Do you have any tips...

March 1, 2017

Regardless of Whether you’re 25 or 55, saving for retirement is a wise financial strategy. Everyone will face retirement at some point, either by choice or necessity. Whether you are on track for retirement savings or need to play catch up, these six essential tips could help put more money in your piggy bank.

February 1, 2017

Creating a successful retirement plan involves income planning preparation, needs analysis and risk management. Being armed with a strategy that considers all factors can help you leverage more of your hard-earned dollars and create a “retirement income” you can count on. A fixed indexed annuity can be a great supplement to your retirement plan, allowing...

July 7, 2016

If somebody depends on you, whether it’s your kids, a spouse, or a significant other that relies on you financially. You need life insurance. Not everyone may need life insurance, but if you have children you need it. LIMRA, an insurance industry research group reported, “one third of American households have no life insurance to provide for kids in the e...

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