Maxwell Insurance & Financial Services, Inc.

09/28/2026

Supporting aging loved ones is deeply meaningful, but it shouldn’t come at the expense of your own financial stability. This article explains how caregivers can manage finances with more clarity and confidence.

Learn how family caregivers can manage finances while supporting aging loved ones. Discover budgeting, legal planning, and assistance programs to ease the burden.

09/23/2026

When it comes to life insurance, trust and reliability matter just as much as coverage.

This article highlights why Mutual of Omaha continues to be recognized as a top life insurance provider, from strong financial stability to high customer satisfaction and a simple, supportive claims process.

If you have questions about your current coverage or are exploring your options, I am here to help.

Mutual of Omaha was ranked #1 in Customer Satisfaction among Individual Life Insurance Providers in the J.D. Power 2025 U.S. Life Insurance Study.

09/20/2026

Understanding your full retirement age is an important part of making informed Social Security decisions.

For many people, full retirement age falls between 66 and 67 depending on birth year, and the timing of when you claim benefits can have a long-term impact on your retirement income.

Social Security is not just about when you can collect benefits, but how those decisions fit into your broader retirement goals and income needs.

Learn 3 Social Security rules that change at full retirement age, including work earnings, benefit recalculations and delayed credits through age 70.

09/15/2026

Average retirement savings by age can offer useful perspective, but the numbers do not tell the whole story. Looking at both average and median retirement savings by age can help show how balances vary, what may be influencing them and why benchmarks often work best as planning references rather than personal scorecards.

See average and median retirement savings by age, how 401(k) balances vary and what these benchmarks may help you understand about retirement planning.

09/12/2026

Healthy knees can support balance, mobility and independence over time. Learn simple knee workouts that can help strengthen and support muscles, improve stability and make everyday movement feel more comfortable. To explore more exercises that support knee health, visit:

Healthy knees can support balance, mobility and independence over t...

09/10/2026

Did you know that friends, family and grandparents can all make an impact on a child’s educational future through 529 savings plans? If you’d like to contribute to making the educational dreams of the next generation come true, contact me today!

Learn more about how 529 plans can be used: https://mutualofomaha.co/4iTS2HJ 625866

09/07/2026

Here’s to the hard work behind every success story. Hope you’re enjoying a restful and refreshing Labor Day weekend!

09/04/2026

Social Security decisions are not one size fits all. Understanding how timing impacts your long-term income can make a meaningful difference over time.

Deciding when to take Social Security? Compare benefits at 62, 65, 67 and 70. Learn how age affects your retirement income and make an informed decision.

09/02/2026

Medicare decisions are not just about coverage, they are about timing.

This AARP guide breaks down the key Medicare deadlines and enrollment windows that can impact your coverage, costs, and even potential penalties.

I often see how confusing these timelines can be. Medicare is not automatic for everyone, and the decisions you make around enrollment can have long-term financial implications.

Having a clear plan in place can help you avoid unnecessary costs and make sure your coverage aligns with your needs.

If you are approaching Medicare eligibility or have questions about your options, I am here to help.

As fewer and fewer retirees get their Medicare cards automatically, more face decisions that could affect their Medicare coverage and potential monetary penalties.

08/31/2026

A 401(k) is a great starting point for retirement, but it may not be enough on its own.

While these accounts offer valuable tax advantages, they often come with contribution limits and a limited range of investment options. Expanding beyond your employer-sponsored account can create more flexibility, additional growth opportunities, and stronger long-term protection.

This article breaks down why a more well-rounded approach matters.

Explore whether your 401(k) alone can secure your retirement and learn smart ways to diversify and boost your retirement readiness.