Melissa Wilkes

12/19/2022

2023 is just around the corner. Are your finances in order? Take a look at our list of the most relevant financial planning trends for 2023.

2023 is just around the corner, and if you haven’t already, it’s time to start thinking about your financial planning for next year. Today we’re breaking Get your financial planning in order for 2023 with this list of important trends to know.

12/19/2022

Life changes after divorce, and you may be uncertain about what to expect financially. Social Security is often a significant source of retirement income, so it's important to understand how divorce might affect you. Here’s what you need to know.

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

12/19/2022

Have you considered getting life insurance, but you aren’t sure how? Do you have coverage, but you’re not sure if it’s enough? Take a few minutes to learn more about the importance of life insurance coverage.

Life insurance is a contract between a policyholder and an insurance company that pays a pre-determined death benefit (in exchange for premiums) to a Most agree that life insurance coverage is important, but many in underserved communities haven’t made this important purchase for their loved ones.

12/16/2022

One of the growing concerns for our aging population is the rise of dementia and the impact it has on every aspect of life, especially financial decisions. Check out our blog for important information you need to know.

Queen Elizabeth II served her country for 70 years until her very last breath at the age of 96 much to the admiration of many. As millions across the Dementia is on the rise across the globe; learn what it is and how it impacts you and your financial decision-making.

12/16/2022

Is touring several of America's 63 U.S. national parts part of your retirement travel plans? The national parks pass for seniors is a must-have to save money so you'll have extra funds to spend on gas, sightseeing and more. Learn about it here.

With the national parks pass for seniors, you gain entry to 63 U.S. national parks, 2,000 federal recreation areas and a lifetime of memories. Learn more.

12/14/2022

The Internal Revenue Service recently announced significant jumps in 401(k) and IRA contribution limits in 2023. Here’s what you need to know to make the most of these changes.

Young workers will be allowed to contribute up to $22,500 pretax to a 401(k), a $2,000 jump from the current $20,500, while those 50 or older will be permitted to sock away up to $30,000, a $3,000 boost.

12/14/2022

Life insurance is one of the most important gifts you can give to your family. Watch to learn how a policy can help protect your family’s future.

Do you have six months’ worth saved of living expenses?Use life insurance to help protect your family’s future. more informa...

12/14/2022

Bankers Life offers over 4,500 retirement professionals. Find one who best fits your unique needs with our new Agent Finder! With just a few questions, this tool will match you with an agent to help you with your specific health care needs. https://agents.bankerslife.com/match

12/09/2022

Do you dread winter? You may find it can be fun and exciting if you get outdoors and spend time with others. Let’s take it one step at a time!

No matter where you live, the winter season provides ample opportunities to connect with family, celebrate holidays, and to get outside and enjoy all that Winter offers time to slow down and settle in, but it is also important to remain active and to stay connected to family, friends and the communi...

12/07/2022

Today, December 7, is the last day for the Medicare Annual Enrollment Period. It’s your last chance to make changes to your Medicare plans for 2023. We can help!

12/07/2022

The end of the year is a great time to take a temperature check on your finances. Are you on track to reach your short-term, mid-range, and long-term goals? Check out our blog for actions you can take to help you reach your goals.

Whether it’s planning your retirement or planning for a new TV, an annual financial review can help you reach your goals.

12/07/2022

Hit the ground running after college graduation with Bankers Life! You don’t need industry or job experience because we provide all the training you need to succeed. Agents enjoy unlimited earning potential, a flexible schedule and awesome culture. Send me any questions!