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Life Insurance vs. Roth IRAs

Life insurance and Roth IRAs, despite their many similarities, Roth IRAs and life insurance are very different, and the rules that apply to one doesn’t always apply to the other.


Insurance Article

4 Questions to Ask About Long-Term Care

As you age, calculating the chances that you’ll need long-term care—and the associated costs—is incredibly important.

Estate Planning Article

Navigating Toward Your Financial Independence Day

In July 1776 our founding fathers declared independence from the British Empire, and earlier this week we celebrated that great feat with our family and friends over backyard barbecue and colorful explosions in the sky.

Insurance Article

Unexpectedly Alone

When someone loses their spouse and finds themselves unexpectedly alone, not only is it heartbreaking, it can be financially devastating.

The Guided Retirement Show

Estate Planning Podcast

Your Realistic Retirement Plan with Brie Williams

Episode 4 - Brie Williams | VP State Street Global Advisors
When many people build their financial plans, they only envision an ideal retirement where nothing goes wrong. They assume they’re going to live long, happy, healthy lives, that nothing’s ever going to get in their way, and that the future is going to go exactly to plan.

Insurance Podcast

Understanding Medicare Options, Costs, and Coverage

Episode 6 - Tom Allen | Medicare & Supplemental Insurance Expert
For many retiring seniors, Medicare is super confusing. There are lots of misconceptions about how it works, how supplements work, and what you should be doing in your retirement years to ensure that you’re covered. Tom Allen is a Medicare and supplemental insurance expert. Every year, he stays on top of the latest and greatest in this extraordinary...




Long-Term Care vs. Life Insurance

Dean Barber breaks down the important differences in Long-Term Care and Life Insurance.