Why Waiting to Buy Life Insurance Almost Always Costs More
Life changes fast. One day you’re planning dinner with your family or closing a deal for your small business — and the next day you’re navigating a health crisis or get into a tragic accident. Yet every year, millions of Americans delay buying life insurance, thinking they can “do it later.” That decision — waiting […]
Don’t Wait Until It’s Too Late: The Real Truth About Life Insurance, Age, and Protecting Your Family
Every year, we speak with dozens of people—often in their 70s and 80s—who call us hoping to purchase life insurance for the first time. Many of them are kind, responsible people who truly want to do the right thing for their spouse or family. Unfortunately, far too many of these conversations end with disappointment, frustration, […]
Annuity Financial Literacy Life Insurance Money 101 Retirment planning
What is a 7702 Strategy and How Can It Help Your Money Last Longer — Even When the Market Doesn’t
One of the biggest risks to long-term wealth isn’t taxes or even inflation—it’s being forced to pull money from market-based accounts at the wrong time. When markets are down and you’re still withdrawing income, the damage can be permanent. This is exactly why many retirement and wealth-preservation strategies today focus on non-market-dependent financial tools, including […]
