Kevins Agent Page

12/10/2024

Are you considering purchasing ? Check out our blog to learn about three situations where your beneficiaries could have to pay taxes on your benefits and how you can reduce their obligation.

Do beneficiaries have to pay taxes on inheritance from life insurance? The answer is "no" in many situations—but not all. Learn more.

12/10/2024

The end of the year is a great time to reevaluate your budget. Let’s review four ways to check in with your finances, and end the year on a high note.

2024 is quickly coming to a close putting finances at the forefront. With holiday planning underway, many find themselves hoping for smooth sailing. Prepare for 2025 with our year-end financial tips. Budget for the holidays, get organized and make next year a financially positive one for your family...

12/10/2024

is a serious and growing concern in the U.S. I encourage you to educate yourself on how to:

✔️ Reduce your chances of being a target
✔️ Spot warning signs
✔️ Take quick action to minimize damage

Check out this article for important information you need to know: https://www.nerdwallet.com/article/finance/how-to-prevent-identity-theft

12/05/2024

No matter the retirement lifestyle you desire, you need a solid strategy and diversified financial toolkit to get there. Read our blog to learn about qualified versus nonqualified and see if they meet your needs.

Explore the similarities and differences between qualified and nonqualified annuities so you can choose the right option for your retirement goals.

12/03/2024

is a global movement focused on philanthropy and generosity, and it’s the perfect time to review your annual giving goals. Did you know that life insurance can help you leave a generous financial gift to a cause you care about? Message me to learn more.

12/03/2024

Understanding annuity payout options is important for designing the retirement you envision. Here's a guide to annuity payouts to support your decision.

Understanding annuity payout options is crucial for designing the retirement you envision. Here's a guide to annuity payouts to support your decision.

11/28/2024

Wishing all my clients a happy Thanksgiving! I’m thankful for the privilege of helping you protect your financial security.

11/26/2024

Whether it’s due to a health crisis, a fall, or cognitive confusion, getting a phone call about a crisis involving your aging parent or relative is often a moment of shock and anxiety. Check out our blog for a checklist that can help ensure you’re prepared.

Whether it’s due to a health crisis, a fall, or cognitive confusion, getting a phone call about a crisis involving your aging parent or relative is often This 13 step checklist will help you be prepared if your aging parent or relative experiences a crisis.

11/26/2024

At first glance, annuities might seem complicated, but they don't have to be. Here's a look at the available options to help you choose a solution that aligns with your retirement vision.

Understanding annuity payout options is crucial for designing the retirement you envision. Here's a guide to annuity payouts to support your decision.

11/21/2024

Long-term care probably isn’t something you give much thought to. But as one of the biggest threats to your retirement savings, it’s important to understand how needing long-term care could impact your future.

Long-term care probably isn’t something you give much thought to. But as one of the biggest threats to your retirement savings, it’s important to Being prepared for long-term care can help you enjoy a more secure retirement. Read 8 things to prepare.

11/21/2024

In recognition of I’m sharing about the contribution of family caregivers and raising awareness about the importance of planning ahead. Message me, and together we can build a financial plan that helps ensure your secure future.