What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
John Clark, CLTC, CMIP |
Monday, July 10, 2023
Many people don’t know that a whole life insurance policy can be a source of income for retirement. With a whole life policy, your premiums don’t change, and coverage lasts for the rest of your life. Whole life policies...
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John Clark, CLTC, CMIP |
Wednesday, June 14, 2023
There’s a lot of misinformation out there about Social Security. People receive information from a variety of different sources and often don’t know which information applies to their specific scenario. That’s why...
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John Clark, CLTC, CMIP |
Wednesday, May 31, 2023
Many people overlook the importance of benefits for the surviving spouse when they initially file for Social Security. Postponing collection of benefits can earn workers 8% in delayed retirement credits every year from full retirement...
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John Clark, CLTC, CMIP |
Wednesday, May 17, 2023
You’ve been saving for your retirement for decades. Don’t undermine your own plans by making these 5 common mistakes when you retire.First, don’t retire too soon. Lifespans are increasing and many retirees...
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John Clark, CLTC, CMIP |
Wednesday, May 3, 2023
If you’re changing jobs or retiring, it’s important to know the rules regarding moving funds from your employer sponsored retirement plan. The wrong move could cost you in income taxes and early withdrawal penalties. You...
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