Julie Weyer at MedPoint Wealth

11/03/2026

If your only life insurance is through work, it’s worth taking a closer look.

Employer coverage is a valuable benefit—but it may not be a complete plan.

Ask yourself:

How much coverage do I actually have?

Is it based only on my base salary?

Does it include bonuses or other compensation?

What happens if I change jobs, reduce my hours or retire?

Can I keep the coverage—and what would it cost?

For someone earning $300,000, a workplace benefit equal to one year of salary may sound substantial. But if a family needs that income for another 15 or 20 years, the gap can be much larger than expected.

Group coverage is a helpful starting point.

Just make sure it isn’t where the conversation ends.

11/03/2026

Life can be unpredictable. Hear from Ed and Mary Ann, and how they found confidence in protection planning.

Hear from Guardian clients Ed and Mary Ann - A love story of financial well-being

10/31/2026

Halloween is supposed to be a little scary.

Your financial life doesn’t have to be.

You don’t need to have every answer, but you should know:

Where your accounts are.

Who your beneficiaries are.

How much life and disability coverage you have.

Whether your family could find everything if they needed it.

That’s enough financial talk for tonight. Enjoy the costumes, the candy and the Reese’s tax every parent deserves. 🎃

Happy Halloween!

10/31/2026

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.

Explore the growing influence women wield over the economy with this handy infographic.

10/29/2026

More than half of Gen Xers say they’re not on track to save enough to maintain the lifestyle they want in retirement. Here are five things you can start doing today that may help you feel more on track with your retirement planning

Planning for retirement can be daunting, especially for Gen Xers. Starting with these five tips is a great first step

10/27/2026

Term or permanent?

People often make this decision more complicated than it needs to be.

Term insurance provides coverage for a specific period of time—often 10, 20 or 30 years. It can be a practical way to protect a large need during the years when your family depends most heavily on your income.

Permanent insurance is designed to last for your lifetime, as long as the policy requirements are met. Depending on the type of policy, it may also build cash value and support longer-term planning goals.

Neither option is automatically “better.”

The right answer depends on what you are protecting, how long you need the protection and what else you want the policy to accomplish.

Sometimes the best answer is actually a combination of both.

10/27/2026

How much does it really cost to own a home? It may be more than you think. Read about the hidden costs of home ownership.

How to factor a home purchase into your long-term financial strategy.

10/24/2026

A home warranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

10/22/2026

The sooner you begin investing, the longer your money can work for you.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

10/20/2026

Life insurance isn’t really about you.

It’s about the people who would have to keep going without you—and possibly without your income.

The mortgage would still be due.
Groceries would still need to be bought.
Childcare, tuition, car payments and everyday expenses wouldn’t suddenly disappear.

And sometimes, a spouse needs the financial flexibility to work less or step away from work altogether while the family adjusts.

So the question isn’t simply:

“Do I have life insurance?”

A better question is:

“Would the amount I have actually allow my family to pay the mortgage, groceries and every day bills?”

That is what life insurance is designed to protect.