TJ Dalton at Prudential

12/21/2021

As you plan for 2022, remember that caring for yourself and your loved ones includes planning for a more secure retirement. This article explains how you can help protect a portion of your retirement income from market ups and downs.

09/08/2021

Americans have become increasingly comfortable with carrying higher levels of debt. Outstanding U.S. credit card debt hit an all-time high of $930 billion as of the end of 2019. can be used after an insured’s death to repay outstanding debts, including mortgages, student loans, cars loans, credit cards, and personal loans. [ ]

Buying affordable term insurance today can lock in the ability to access permanent insurance tomorrow.

08/30/2021

Wondering how to start financial planning? Term insurance can be your first step in securing immediate protection and locking in your insurability. [ ]

Buying affordable term insurance today can lock in the ability to access permanent insurance tomorrow.

05/07/2021

There’s a new asset class that can help diversify your retirement strategy. I can help you determine how this may fit into your plan.

04/12/2021

With changes to on the horizon, withdrawing efficiently will require effective planning. If you are still working and your has performed well, you may wish to diversify your approach going forward. Here are some ideas to help.

A Democratic president and a Democrat-controlled Congress may lead to tax increases. Jim Mahaney of Prudential Financial highlights considerations to make for transferring wealth to the next generation.

04/01/2021

If you plan to use your and accounts as a tool for transferring wealth to the next generation—and with big changes to on the agenda—you’ll want to read this important information.

A Democratic president and a Democrat-controlled Congress may lead to tax increases. Jim Mahaney of Prudential Financial highlights considerations to make for transferring wealth to the next generation.

03/11/2021

Women live 5-6 years longer, on average, which means retirement savings must stretch farther. March is and a great time to reflect on your accomplishments and ensure that you’re taking steps to protect yourself in the years ahead.

02/18/2021

With the COVID-19 vaccine rollout comes optimism about returning to our normal activities, but market ups and downs are expected to continue. If you’re in or near retirement, there are ways to bridge this period of uncertainty. Click below to learn more.

02/15/2021

Changes in party control in Washington could mean changes to taxes as well. For the many Americans who have saved in their IRAs and intend to pass much of this wealth on to their children, the time to plan is now.

Passage of the SECURE Act has made it harder to pass money on to adult children in a tax-efficient way.

02/01/2021

Marriage, homeownership, childbirth, , disability, health shocks, : all represent times when people often change spending and saving habits, research funded by found. Let’s discuss the value of having insurance protection in place during these key life milestones.

Prudential engaged two Stanford economists to explore how wealth changes around key life milestones.

01/18/2021

Of course you want to help your children get the best education possible. But be careful how much debt you take on, as it can have consequences for when—and even if—you can retire. This information from can help.

Parents with student loan debt face unique challenges, impacting their retirement security.

12/31/2020

Is retirement on your mind as you set goals for 2021? This article breaks down 4 easy steps to help you get on the optimal path and live the lifestyle you want.