Logan Harris - Western and Southern Life

08/07/2023

National Purple Heart Day is observed on August 7 each year and is a time for us to pause to remember and honor the brave men and women who were either wounded on the battlefield or paid the ultimate sacrifice with their lives.

08/04/2023

Every year, August 4th is celebrated as the United States Coast Guard's birthday, commemorating the military organization for its valor and discipline.

Since 1790, the United States Coast Guard has kept our nation’s waterways safe.

07/28/2023

New 529 rules help you rest easy. Money uses are flexible. Beneficiaries can be changed. And now you can roll funds over to a Roth IRA: federal tax and penalty-free. Let me help turn your dreams into reality today!

Office: 423.406.3015
Cell: 423.782.8356
Email: [email protected]

https://bit.ly/3DAigJK

**There may be an in-state, qualified tuition plan that provides benefits not available from 529 plan currently offered through W&SBS. Before investing, investors should consider whether their state of residency offers similar qualified tuition plans that offer more beneficial state tax advantages or other benefits. 529 plans are subject to investment risks, including the potential loss of principal. If withdrawals are used for purposes other than higher education or transfer to a Roth IRA, the earnings will be subject to a 10% federal and, if applicable state income tax.**

07/27/2023

According to a report published recently by the National Association of Realtors and Realtor.com, middle-income home buyers earning $75,000 or less make up 51% of the population – yet are able to afford only about 23% of available home listings. Read more about the middle-class housing shortage in Yahoo Finance.

https://yhoo.it/3OjqsD8

07/26/2023

Imagine leaving a financial legacy that could make a positive impact for generations to come. Let’s talk about life insurance, and how it may play a role in your wealth transfer plan.

Office: 423.406.3015
Cell: 423.782.8356
Email: [email protected]

07/25/2023

Learn what to expect with an inherited IRA: https://bit.ly/43Cr0t7

Contact me to learn more about the features and possible benefits of an IRA with Western & Southern Life.

Office: 423.406.3015
Cell: 423.782.8356
Email: [email protected]

Learn more about our IRA products: https://bit.ly/43HNR6w

Inherited IRA rules can be complicated and add stress to an already difficult time. See what to expect when you inherit an IRA, including basic distribution rules and information on taxes.

07/24/2023

Survivor needs are more than paying for a funeral. Life insurance may help keep loved ones in the family home, groceries on the table or kids on track for college. Let’s talk about what your survivor needs may be.

Office: 423.406.3015
Cell: 423.782.8356
Email: [email protected]

07/21/2023

A life insurance policy that pays out a lump sum AND an ongoing, reliable income stream?

We aren’t LION!

Talk to me about how you can help accomplish both objectives with one life insurance policy.

Office: 423.406.3015
Cell: 423.782.8356
Email: [email protected]

07/20/2023

Forbes examines how inflation can affect your retirement plans.

Read more >>

It’s your responsibility to know what inflation means to you when you’re retired. Here are the answers to nine popular questions to kick start your own self-assessment.

07/19/2023

Do you like the idea of a successful, stress-free retirement? The Western and Southern Life Insurance Company lays out some guidelines to help you plan your savings strategy.

Discover how much you should save for retirement each month. Get personalized guidance from a financial advisor to secure your future. Start planning today!

07/18/2023

Western & Southern Life details what to consider when deciding to pay off your debts pre-retirement, as well as insight into how much you should save for retirement.

https://bit.ly/44uXKWF

Contact me today at 423.782.8356 and let’s discuss what Western & Southern Life product will best serve your retirement plan.

The ability to pay off debt can help reduce financial strain in retirement. But low-interest loans may not be a problem if you've budgeted for that expense. You also have to consider whether alternate uses of that money are even more beneficial. Find out more. 

07/17/2023

Perhaps you've already got the basics covered.

You've taken care of your health and life insurance. But there are other life situations and challenges that may happen suddenly, which could have a financial impact on your current lifestyle.

Learn more about The Western and Southern Life’s additional insurance coverage options.

https://bit.ly/44rpLOX