Larry Boodin, Financial Services Professional

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Tax season is here, but there’s still time to minimize potential tax liability. Let’s explore efficient tax strategies f...
02/06/2025

Tax season is here, but there’s still time to minimize potential tax liability. Let’s explore efficient tax strategies for this season and beyond.

Challenging economic times can leave us feeling uncertain about the future.  Whole life insurance provides stability wit...
02/04/2025

Challenging economic times can leave us feeling uncertain about the future. Whole life insurance provides stability with a value that won’t be impacted by market conditions. Let’s discuss how it can fit into your financial strategy.

I know the importance of income protection, especially within the medical community. We are a leader in individual disab...
01/30/2025

I know the importance of income protection, especially within the medical community. We are a leader in individual disability income (DI) insurance and our features and benefits make us a great choice for physicians looking to help secure their income with DI insurance. Contact me to learn more.

The age friendly institute found that financial concerns rank highest on list of stressors for older Americans. Let’s se...
01/22/2025

The age friendly institute found that financial concerns rank highest on list of stressors for older Americans. Let’s see if adding an annuity can simplify things while adding reliability to your plan.

Now is the perfect time for a financial checkup to ensure you’re on track for the future.  Let’s connect to make sure yo...
01/21/2025

Now is the perfect time for a financial checkup to ensure you’re on track for the future. Let’s connect to make sure your life insurance coverage is keeping up with your life and goals.

01/15/2025

The goal: to protect your savings from taxes, inflation, and market volatility.
A potential solution: Rolling over some of your retirement assets into a fixed annuity. Let’s talk about how.

Choosing options that offer different tax advantages can be just as important and beneficial as diversifying your invest...
01/07/2025

Choosing options that offer different tax advantages can be just as important and beneficial as diversifying your investment portfolio. It can mean saving more and reducing income tax liability during retirement. Learn more: https://blog.massmutual.com/post/wholelife-diversify-taxes.

With the holidays behind us, let’s kick off the new year with a review of your short- and long-term financial goals to e...
01/03/2025

With the holidays behind us, let’s kick off the new year with a review of your short- and long-term financial goals to ensure your plans stay on track in 2025 and beyond.

Make sure your Disability Income Insurance (DI) coverage is as portable as you are. I.T. consultants who have group long...
12/19/2024

Make sure your Disability Income Insurance (DI) coverage is as portable as you are.

I.T. consultants who have group long-term disability (GLTD) through their employer may not realize that their coverage has limitations and can’t move with them.

Contact me today to begin creating a portable protection plan by adding supplemental DI coverage.

https://fieldnet.massmutual.com/public/di/pdfs/di2220.pdf.

Women generally have more anxiety around saving, and for good reason - women typically live longer, earn less, and are m...
12/17/2024

Women generally have more anxiety around saving, and for good reason - women typically live longer, earn less, and are more likely to sacrifice their own financial well-being to support their loved ones. Let’s make sure you’re making the right moves to reach your goals.

Address

11350 McCormick Road, Executive Plaza IV, Suite 200
Hunt Valley, MD
21031

Telephone

+14105996335

Website

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