UpDog Insurance & Fintech Agency

12/13/2021

What is "inflation" and should you be concerned?

When calculating how much money you need to comfortably retire, it's important to factor the effects of rising living costs on your income.

03/11/2021

08/13/2020

07/27/2020

Are you a pre-retiree or retiree?

"There are several steps you can take to ensure your money lasts as long as you do."

In this video series, people share their experience of how life, disability or long-term care insurance made a difference when they needed it most.

06/23/2020

"Now, thanks to data analytics, many insurers offer fast life insurance options at competitive prices and without a medical exam."

Updog is one of the only life insurance agencies in the area to have multiple carriers with simplified underwriting options (no exams, no blood work, no urine samples).

Whether the pandemic or other life events have brought you to the point of a life insurance purchase, here are top tips if you’re looking at term life insurance.

06/21/2020

Ain't no hood, like fatherhood.

06/17/2020

Are you considering cutting back? 🤔

It’s amazing how quickly a few subscriptions can add up. $16 for Netflix here, $10 for Spotify there, $10 more for that new platform everyone’s talking about, and before you know it, you’ve racked up $100 or more in monthly costs. If that portion of your budget has gone a little out of control...

06/16/2020

Your State May Let You Deduct The Costs of Working From Home During the Pandemic

When workplaces around the country closed abruptly due to the coronavirus outbreak, a lot of people had to get used to working from home fast. In a best-case scenario, your employer volunteered to cover the costs of a faster internet connection, or a …

06/10/2020

Why would you consider an annuity... or is the question "why would you not consider an annuity"?

This discussion has been fairly positive with regard to the role of income annuities as a retirement income tool. My explanations follow standard academic theory regarding income annuities and their role in pooling longevity risk and providing mortality credits. Without this risk pooling, retirees m...

06/09/2020

Taxes On Life Insurance: Here’s When Proceeds Are Taxable | Bankrate

Life insurance: It isn’t a fun topic to think about, but it’s an important investment that can protect and financially take care of your loved ones after you pass.Most people with families are aware …

06/04/2020

Tax Day is coming soon. What you need for July 15

It may be hard to believe, but taxpayers have approximately six weeks to file their 2019 income tax returns and pay taxes owed to the IRS.July 15 is the new Tax Day, as the Treasury Department moved the deadline to help taxpayers contend with disruption related to the coronavirus pandemic.For accoun...