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POSTED BY ADMIN ON JUL 27, 2016 IN FINANCIAL PLANNING, HR BENEFIT ADVISORS BLOG,THE BLOG | COMMENTS OFF ON DO YOU NEED LIFE INSURANCE WHEN YOU RETIRE?

Life as a young adult may be wrinkle-free, but it isn’t always pretty. When we asked Helaine Olen, personal finance columnist at Slate.com and author of The Index Card, what she sees as one of the biggest stumbling blocks to financial well-being for 20-Somethings, student loans came to the fore. The fact that many students today are forced to finance their higher education through debt means they begin adulthood waaaay in the red. But Olen says that 20-Somethings can take heart in one thing: “People in their 20s don’t make any mistakes that...



Once you hit 65 and retire, you don’t need life insurance, right? Not so fast! The traditional thinking about life insurance is that you only need it when you have an income to protect, when you have a mortgage or when you have kids to support. And while it’s true that having life insurance after 65 isn’t right for everyone, there are some good reasons you might want to consider it. 1. Supplement your retirement income. If you have an existing permanent life insurance policy, for example, you may be able to tap into accumulated cash value as...


Do You Need Life Insurance When You Retire?

6 Money Mistakes 20-Somethings Make—and What to Do About Them

POSTED BY ADMIN ON AUG 24, 2016 IN FINANCIAL PLANNING, HR BENEFIT ADVISORS BLOG,SPECIAL INTEREST, THE BLOG | COMMENTS OFF ON 6 MONEY MISTAKES 20-SOMETHINGS MAKE—AND WHAT TO DO ABOUT THEM

Financial Planning