Bret Waering

Bret Waering /COMPLIANCE:2022-6258/

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's...
04/02/2025

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Do you have a will? Is it updated?
03/31/2025

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

In decades after the Civil War, mutual insurance companies were one way that Black Americans fought back against discrim...
03/28/2025

In decades after the Civil War, mutual insurance companies were one way that Black Americans fought back against discrimination to build wealth. That legacy lives on today.

A majority of Black Americans own life insurance today, but 46% still want more coverage.

How much could you receive from Social Security? Here’s what to expect.
03/26/2025

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

"The only things certain in life are death and taxes." Benjamin Franklin
03/24/2025

"The only things certain in life are death and taxes." Benjamin Franklin

Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?

It isn't whether you should have auto insurance - it's what kind you should have.
03/21/2025

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

The key to in retirement might be a patchwork of different choices.
03/19/2025

The key to in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

LLC incorporation can help protect you from personal liability, but it’s not impenetrable. What can you do to strengthen...
03/17/2025

LLC incorporation can help protect you from personal liability, but it’s not impenetrable. What can you do to strengthen your LLC firewall? Let’s chat.

LLC's are a powerful way to segregate your personal assets from your business, but the protection is not limitless

A life insurance policy is more than just a contract, it’s a commitment to fulfill a promise when you needed most. From ...
03/14/2025

A life insurance policy is more than just a contract, it’s a commitment to fulfill a promise when you needed most. From customer to advocate, watch Joleen’s personal journey to finding solace in times of crisis.

Watch Joleen's journey to find comfort in times of crisis

Amid the emotional and financial tumult of a divorce, it’s critical to ensure that you’re properly covered by insurance....
03/12/2025

Amid the emotional and financial tumult of a divorce, it’s critical to ensure that you’re properly covered by insurance. If you’re recently divorced, or going through a divorce, here are some steps to take to ensure that you’re protected.

If you are going through a divorce, here are some steps to take to help ensure that you’re properly protected by insurance.

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch ...
03/10/2025

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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