Financestv

08/20/2026

The purpose of money dictates it's position.

How confident are you that your portfolio could weather a bad year? For most of us, the answer is some version of "I'm diversified — stocks for growth, bonds for safety — so I should be fine." But in 2022, stocks and bonds both posted double-digit losses at the same time, and the "safe" part of ...

07/27/2026

How could a Participating Whole Life policy benefit you? Find out in this video.

05/02/2026

Are you approaching retirement? We should have a conversation.

Here is a great article for you.

A $250,000 annuity can deliver a hefty amount each month at age 60, but the exact payout hinges on several factors.

04/26/2026

BlackRock just ran 100,000 simulations to figure the single biggest lever for retirement income security.

The answer? Guaranteed lifetime income.
Not higher contributions. Not better stock picks. Guaranteed income embedded in the retirement plan increased spending power by 22% on average - 25% for lowe income workers.

Want to know how to get guaranteed incin your retirement? Set up a 30 minute consultation.

Read the BlackRock whitepaper yourself:

BlackRock modeling reveals that guaranteed lifetime income enhances savings for all workers, ensuring retirees don't outlive their funds.

11/25/2025

If you haven't started, the best time to start saving for your kids college is today.

10/28/2025

09/17/2025

How will you pay for a funeral when a loved one dies? Grieving family members are left with countless decisions to make about the funeral – all of which need to be made quickly. Every year, thousands of Americans struggle with these decisions and need help with funeral costs. It’s common for people to wonder where to start. Laws regarding funerals and burials vary from state to state and understanding them can be daunting. Knowing and understanding all of your options will help reduce the stress of funeral planning and protect your rights when interacting with funeral homes.

This is "Living Promise Whole Life Insurance" by Mutual of Omaha on Vimeo, the home for high quality videos and the people who love them.

07/08/2025

Life evolves—so should your coverage. From starting a family to buying a home or planning your future, life insurance helps protect what matters most. 💙

You have options. Let’s talk.

Learn how life insurance can work for you.

06/15/2025

What is an Annuity?

Read this educational article and learn more:

A $100,000 annuity can generate reliable income at 70. Here's what it may pay and how to decide if it's worth it.

06/12/2025