Nathan Cooley, Bankers Life Agent

04/05/2023

Organizing your estate planning documents can provide tax and cost savings, simplify planning, and create a roadmap for those who may have to help you in the future. Check out these tips.

Cleaning out your estate and related planning "attic" can simplify your planning, identify steps and improvements, save professional fees and taxes.

04/05/2023

93% of new Bankers Life customers say their agent is easy to do business with. Find out why here: https://www.bankerslife.com/insights/understanding-insurance/top-benefits-of-working-with-an-insurance-agent/

04/05/2023

Coping with a national tragedy can be hard. These five suggestions may help you process and cope in a constructive way.

Just turn on the TV, radio or go online and you’ll likely be bombarded with difficult news stories whether it’s a major weather event or a national Unfortunate national events are challenging to cope with even if we’re not direct victims. These 5 tips may help you process what you’re encount...

04/03/2023

Take five minutes to improve your financial literacy and learn about these six myths that could impact your retirement: https://www.bankerslife.com/insights/personal-finance/6-myths-that-could-impact-your-retirement-financial-planning/

04/03/2023

April is National Financial Literacy Month, a perfect time to develop a better understanding of your financial plan. Check out our blog for five aspects of financial literacy and reach out to our team if you need help ensuring your plans match your goals.

https://www.bankerslife.com/insights/personal-finance/financial-literacy-planning-for-retirement-and-beyond/

03/31/2023

If your parents have let their life insurance lapse or no longer have the funds available to pay for their own policy, you can buy life insurance for your parents. Here's what you need to know about buying life insurance for your parents.

You may need to buy life insurance for your parents to ensure future financial stability. Here's what you need to know about buying a policy.

03/29/2023

Passport delays are being reported across the U.S. Read what you need to know here.

It’s spring and travel season is here! After years of lockdowns, many are ready to get out there and see the world but what if you need to renew or apply If you need to renew or apply for a U.S. passport, you’re in for a wait. What to know and how to get it quickly.

03/27/2023

Caring for someone with Alzheimer’s is exceptionally demanding. Here at Bankers Life, we join the Alzheimer’s Association in raising awareness in honor of the more than 11 million dementia caregivers in the United States. alz.org/facts

03/24/2023

From emergency home repairs to the arrival of a new grandchild, unexpected expenses in retirement can undo years of saving. That’s why your retirement plan needs to anticipate and get ahead of as many unexpected costs as possible.

When you’re retired and living off your savings, unexpected expenses can undo years of planning. That’s why it’s important to anticipate and get ahead of

03/22/2023

Are you wondering how divorce affects your Social Security benefits? The Social Security Administration (SSA) has well-defined rules that allow spousal benefits to continue after a marriage ends. Get details here.

Social Security and divorce may seem complicated. The good news is that ex-spouses often get continuity and you might still qualify for benefits.

03/20/2023

You may think you can’t pay for college debt and have a comfortable retirement. It may not be easy, but with advance planning and sound financial guidance, you can sort through the priorities and put a plan in place that works for everyone!

The cost of college can be crushing for many families. In 2021, the average yearly cost of a private college was approximately $44,000, whereas The cost of college can be overwhelming and budget consuming and saving for retirement may seem like it’s near impossible when paying off tuition debt.