Eric Bracy

08/12/2024

Transitioning family wealth starts with knowledge. How can I help you and your family with financial education to leave a multi-generational legacy?

08/09/2024

Everyone has a net worth. Calculating yours can be a valuable benchmark in plans to
reach your financial goals. Learn more.

Your net worth is a critical decision-making tool. This article covers how to determine yours and how to use it as a benchmark against future financial goals.

08/09/2024

Annuities are commonly used for income, but they can do far more, especially if retirement isn’t an immediate goal. Let’s chat about how a variable annuity can help grow your assets.

08/07/2024

You may get the urge to make a move when the market unexpectedly changes, but the best course may be to do nothing. Let’s talk through your plan and make sure it’s built to go the distance.

08/06/2024

You can’t predict where life will take you, but you can take steps towards securing your family’s financial future. Let’s discuss how life insurance can help protect your loved ones today.

08/05/2024

Balancing your family’s needs and the demands of your business can be a challenge. Let’s look at your big picture.

07/24/2024

Nearly half of all Americans feel they aren’t where they need to be when it comes to retirement planning. Let’s connect and build guaranteed lifetime income into your plan to help strengthen the road to your goals.

Contradictorily, they feel behind in saving enough to retire at an ideal age (60-69) - MassMutual

07/24/2024

It’s never too early to invest for long term growth. Let’s create a plan that grows with you.

07/23/2024

Make sure your summer to-do list includes protecting your family with life insurance. Let’s connect.

07/22/2024

Nearly half of all business owners plan to use investments and savings as their main source of retirement income. Let’s look at your options.

Source: LIMRA, Small Business Owners Consortia Study, December 2023

07/19/2024

Whether life goes according to plan, or throws a curveball, expenses will always need to be paid. Learn more about ways to protect yourself, and let’s talk.

We all like to think serious illness, disability, and premature death won’t ever happen to us or to our loved ones. But what if they do?

07/15/2024

Warm weather, vacations, relaxing with the family. These are the memories that last a lifetime. Let’s talk about navigating preventable challenges to your portfolio to protect these moments for future generations.