Snavely Insurance and Financial Group, LLC

05/18/2024

No matter where you are in your financial journey, many options are available, including eliminating RMDs altogether through Roth conversions.

01/08/2024

https://wix.to/2lOCA74

12/15/2021

As the trend of the "Great Resignation" continues it is important to take into consideration how to manage your 401k. Here's some ideas on how to handle this transition.

If you leave your job, be sure you know how your departure would affect your 401(k) account and what your options are for handling the money.

12/13/2021

Intrigued by the thought of transitioning your 401(k) into a Roth IRA but don't know where to start? Here is why it might be recommended to do just that with clear advantages.

Ted Benna, the man who invented the 401(k), has a warning for anyone considering moving your nest egg into a Roth IRA

12/10/2021

Wondering if a HSA is right for you? Let us help you understand what your best options are for retirement.

Thanks to unique tax advantages, an HSA may be the best retirement option you never knew you had. Here's how to take advantage if you qualify for one.

12/09/2021

Are you confident in your plan? Chances are you may be making one of these four mistakes. Schedule a consultation with us to help assure you minimize your risk and feel secure about retiring while reaching your financial goal.

No one’s perfect, but these all-too-common retirement mistakes can be costly. Check the list to see if it you are at risk.

10/28/2021

When it comes to planning for , avoid and think about the meaning of what you want your life to entail!

Most of us look at retirement as a vacation and hence plan for it during the last minute

10/27/2021

Everyone has different needs. Have you considered how life insurance can play a part in achieving your goals?
Let me know if you need assistance with understanding if life insurance is the key missing piece in your current plan.

While some may view life insurance as a simple way to replace income or cover final expenses, there are many benefits to considering it as an important part of a broader retirement plan.

10/25/2021

looks different today than it ever has. It's important to understand the new considerations that must be planned for in today's age.
Reach out to me with any questions you may have about planning for retirement in today's environment.

Gone are the days of retiring with a pension and gold watch. What retirement means has changed significantly and not always for the better.

02/26/2020

It's a great honor to receive a 5 star rating!

Congratulations are in order! Craig Snavely has the prestigious honor of being named a 2020 Five Star Home/Auto Insurance Agent! Leave a comment congratulating this award winner! Visit www.snavelyinsurancegroup.com to learn more about Craig Snavely!

02/07/2020

A special thanks to Joanie Jacques - EXP Realty for gifting a wine box full of wonderful goodies at Women's Council of Realtors Metropolitan St. Louis It made a really nice Christmas present that I won at the installation of officers during the December meeting.

12/25/2019

Wishing everyone a Merry Christmas!