Full Sail Financial & Insurance Services

12/06/2023

Avoid paying extra on your hard-earned nest-egg. Let’s talk through the tax advantages of retirement accounts and the penalties that could come with them. https://blog.massmutual.com/retiring-investing/retire-early-avoid-penalties.

12/06/2023

The holidays are infamous for “overdoing it.” Let’s make sure you have a sound holiday budget in place today so there’s no buyer’s remorse tomorrow.

12/05/2023

Have you considered the role that gifting can play in effective year-end planning? Let’s connect on estate planning strategies – especially with important tax changes on the horizon! Learn more: https://blog.massmutual.com/planning/mmtc-estate-planning.

11/29/2023

The Age-Friendly Institute has found that the public and financial professionals have conflicting ideas about how much to save for retirement. Let’s talk about your plan and see if you’re on track.

https://bit.ly/3uH8oN6.

11/28/2023

Having that “golden goose” stock can feel amazing, until you understand the risk implications. Let’s work together to strategize your tax positioning. https://bit.ly/3sSXdAi.

11/27/2023

It doesn’t matter where you are financially. I can help you create a path to get where you want to be. Let's connect.

https://www.massmutual.com/financial-wellness.

11/23/2023

Eat, drink, and be thankful! Wishing you and your loved ones a very happy Thanksgiving.

11/22/2023

Let’s talk about how an annuity can provide an additional source of guaranteed income to help secure your retirement. https://blog.massmutual.com/retiring-investing/annuity-fit-retirement.

11/22/2023

When it comes to a disability, perception isn’t always reality. As a result, many people do not protect their most valuable asset — their income. I can help you bust the DI myths. https://bit.ly/46rCykk.

11/16/2023

Gifting isn’t always about giving people what they want - it could be about giving what they financially need. Let’s talk about how gifting can help you and your loved ones’ year- end planning.

Some families should consider taking gift tax exemptions now as it may save their estates sizable amounts in the future.

11/16/2023

Is your business covered by a buy-sell agreement? Talk to me to learn about the benefits.

11/15/2023

Parents and grandparents will pass $73 trillion through 2045 to the next generation, according to Cerulli Associates. Are you better off giving money to children now when you can see the results or doing it through your estate after shuffling off this mortal coil?