Marilyn Suey

06/02/2026

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

05/30/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

05/29/2026

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

The item most homeowners forget on their home improvement project checklist is insurance.

05/28/2026

As retirement approaches, income planning becomes just as important as saving. Explore thoughtful retirement income planning ideas including Roth conversions, tax awareness, and creating more flexibility in later years.

Learn practical retirement income strategies to help manage taxes, Social Security, Medicare premiums, and Roth conversion opportunities before required withdrawals begin.

05/28/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

05/27/2026

IN THE NEWS!

Grateful for the opportunity to speak at the Women’s Leadership Forum sponsored by CalCPA in Huntington Beach and to be part of meaningful conversations around women, leadership, career transitions, and financial well being.

As women continue to live longer and juggle many responsibilities throughout life, these discussions become even more important. Financial education is not just about money. It is about creating more choices, gaining more confidence, and finding clarity for the years ahead.

Thank you to CalCPA and everyone who participated in such an inspiring event. If you are navigating a life or financial transition, let’s continue the conversation.

“When you understand where you stand and where you’re going, you can let go of outdated roles, take calculated risks, and move toward opportunities that generate greater impact and fulfillment.”— Marilyn Suey

05/26/2026

Inheritance may come with a mix of gratitude, grief, and pressure to “do something smart” right away. If you’re feeling overwhelmed, you’re not alone. I hear this often especially from families who want to honor...

05/26/2026

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

05/25/2026

Honoring the brave men and women who gave their lives in service to our country. Their sacrifice gave us the freedoms, opportunities, and everyday moments we hold close.

As we gather with family and friends, may we also take a moment to remember those who never made it home. ❤️🤍💙

05/23/2026

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Term insurance is the simplest form of life insurance. Here's how it works.