Jonathan Lopez

06/09/2021

We’re thrilled to announce that we jumped 12 spots in the Fortune 500 for 2021. How? Financial professionals like me were able to meet your growing needs for financial security over the past year—and help you sufficiently protect your loved ones. Whatever challenges arise, my approach to financial planning always starts with you.

05/14/2021

It’s good news for policyowners

Section 7702 is the part of the tax code that defines how life insurance must be designed to qualify for its important tax treatment. The government recently updated it to modernize the code for today’s low interest rate environment.

05/03/2021

Here are some things to know about how disability insurance works.

If you’re considering disability insurance, common questions often center around how you might use your policy if you need it. Here we answer the question, how much can I draw on disability?

04/29/2021

Let’s talk if you’d like to discuss your big-picture retirement strategy.

How does a 401(k) work when you retire? While it's an important source of retirement income, it’s just one part of your long-term strategy.

04/15/2021

Keep your bundle of joy smiling. Under the new COVID relief plan, having a baby in 2021 means you can get an additional $1400 for whatever you and your little one need. Get in touch with me if you’d like to learn more.

04/12/2021

What should parents pass on to their kids? While many focus on the inheritance – values and insights may be even more essential. Our Chief Commercial Officer Aditi Gokhale urges all parents to catch this growing trend.

In the next two decades, we will see the greatest wealth transfer in American history. It is predicted that Baby Boomers will transfer $30 trillion in wealth, mostly to their family members.

04/01/2021

If you’re considering getting life insurance but not sure what type of coverage you need, get in touch.

What is a good age to get life insurance? Although younger is better, you should really be thinking about the times in your life that warrant getting life insurance. Here are a few to check out.

03/31/2021

Working remotely may have provided you with an unexpected upside during the pandemic. If you’re thinking about relocating, let’s go over these six important financial considerations:

If you've been working from home for the past year, you may be itching for a change of scenery. Here are some questions to ask if you’re looking to relocate and work remotely.

03/26/2021

A tax refund can be the ultimate silver lining this time of year. We could all use a reward right now. Plus, that unexpected savings can be put towards your bigger goals. If you're expecting a tax refund, reach out to me and we’ll make a plan for it.

03/24/2021

A solid emergency fund means six months of expenses are covered. If you had any unexpected savings last year, you may have a head start. I can help set you up for success and a calmer state of mind. Reach out if you're ready to get started.

03/16/2021

Protecting your family or business can make unpredictable times feel steadier. I can show you solutions for staying focused on your goals instead of your worries.

03/16/2021

When you get to retirement you’ll want savings in more than just a 401(k).

Is your 401(k) enough for retirement? In many cases, it’s a good idea to have retirement savings beyond a 401(k). Doing so allows you to be more efficient when you generate income in retirement.