Tad Buchoz Insurance

08/06/2025

Almost 65? 🎉I'll explain what you can expect to pay for Medicare, when to enroll and how to avoid late penalties. Medicare enrollment can be tricky, drop me a message, happy to help at no cost.😊

07/17/2025

Just released, an in-depth Retirement and Income study. Due to financial market volatility, persistent inflation, and increased concerns about the viability of Social Security, one-third (30%) of consumers ages 61 to 65 are considering delaying retirement, while 58% of consumers ages 45 to 75 are concerned their Social Security benefits will be reduced. Two-thirds (65%) of financial advisors are changing their retirement investment advice to clients, with 50% saying they are putting more client investments into annuities, which ranks as the most popular change in investment strategy for lifetime income.

Due to financial market volatility, persistent inflation, and increased concerns about the viability of Social Security, one-third (30%) of consumers ages 61 to 65 are considering delaying retirement, while 58% of consumers ages 45 to 75 are concerned their Social Security benefits will be reduced.....

05/29/2025

Is your retirement plan built to outlast you? The #1 fear we hear today isn't about leisure, it about running out of money.

Check Off the Basics is a simple retirement planning approach that focuses on covering the various essential expenses people often need to cover in retirement, including things like a mortgage, utilities, groceries and transportation. And you decide what’s essential. You might not have a mortgage ...

03/28/2025

Hosted a great workshop last night at the CDM Senior Center talking how to Maximize your Social Security benefits and other ways to get more guaranteed income in retirement.

02/20/2025

Do you have a family member or friend that no longer wants, no longer needs, can no longer afford their life insurance policy, or would like to repurpose it for long term care needs? Selling a life insurance policy can be a good financial solution.

Two new statistics are out that demonstrate the robust nature of the life insurance settlements market.

01/30/2025

The emerging role of annuities to protect retirement portfolios. By providing monthly income checks that you can't outlive.

One of your main concerns when planning retirement is to ensure your money lasts throughout your life. After all, you worked hard and saved your entire life – you shouldn’t have to worry about reducing your lifestyle.

12/30/2024

Wishing you and your family a Happy New Year filled with health, happiness, peace, prosperity and love! Thank you for your business, loyalty, and support this past year! We look forward to being of service to you and yours in 2025.

12/24/2024

TB Insurance offices will be closed on Wednesday, December 25, 2024, and on Wednesday, January 1, 2025, so our team members may enjoy time with their family and friends. Thank you for your business and continued loyalty.

Your friends at TB Insurance.

11/27/2024

As we gather with family and friends to celebrate Thanksgiving, we want to express our gratitude for your business. Please note that our office will close at 2:00 PM PT today, November 27th. We will reopen with regular business hours on Monday, December 2nd.
Wishing you and yours a Happy Thanksgiving!

07/30/2024

Having guaranteed monthly income in retirement is a licensed to spend and enjoy your retirement years. Instead of worrying about running out of money.

WASHINGTON, D.C. – Retirees with assets that annuitize income spend twice as much as retirees with an equal amount of non-annuitized savings, according to a new analysis by the Alliance for Lifetime Income’s Retirement Income Institute (RII).

07/03/2024

As the fireworks light up the night sky and the sweet scent of barbecues fills the air, we wish you and your family a safe and Happy 4th of July! at TB Premier, we are proud to reflect on and celebrate this remarkable day that symbolizes freedom, unity, and the spirit of patriotism.
Our office will be closed on Thursday, July 4th, so the team can have a joyful and memorable Independence Day with friends and family. We will return to regular business hours on Friday, July 5th.
Thank you again for your business and your trust.

06/04/2024

Last week, LIMRA announced that total U.S. annuity sales were $113.5 billion in the first quarter of 2024, 21% above prior year results and just shy of the quarterly sales record set in the fourth quarter 2023.

401(k) participant interest in in-plan annuities surges, with over three-quarters likely to invest in one if offered by their employer