Zack Petray, Financial Services, MassMutual Northern California

09/21/2021

Read this article for 3 ways to catch up on your retirement savings. https://bit.ly/2UecwlE.

It's crunch time for pre-retirees.

09/21/2021

Getting life insurance coverage is probably more affordable than you think.

Astronauts ... Disneyland ... Do you know these fun facts from the history of life insurance?

08/16/2021

You can generate a lot of tax-free income in retirement. Check out this article to see some of your options. https://cnb.cx/2VQDro2.

The more strategies you can put in place to eliminate or minimize your tax bill, the more money you can leave in your nest egg to continue growing.

08/16/2021

What is a 403(b)? Learn more here: https://bit.ly/3iJRMM5.

Learn how this retirement plan for the nonprofit sector works before opening an account.

08/09/2021

Navigating life after college can be overwhelming. This article shares some practical advice from recent college grads that can help ease the transition.

Here's what to do after graduation.

08/09/2021

Find out how to help build a solid investment strategy to help realize your goals—no matter what the market does.

Learn why diversification is so important to investing, and find out what it takes to make it work.

06/21/2021

Putting together a budget can be pretty straightforward, but the trick is actually following it.

This article outlines the essentials behind setting and living by a budget so you can minimize debt, maximize savings and set and meet financial goals.

06/21/2021

Your clients insure their most valuable assets like homes, cars, and their life. What about their future income?

Your income — more than your car, or home or any other big ticket item — is your most valuable asset.

06/14/2021

What will you leave behind? Whole Life insurance can be used to supplement your income in retirement, and help provide for the financial future of grown children or grandchildren. Email me at [email protected] for a custom quote.

06/09/2021

Biden's "historic" spending plans could spur rush to roths

President Biden’s infrastructure plan could spur rush to Roth conversions as retirement savers prepare for a higher tax rate environment.

06/09/2021

Combining term insurance and permanent insurance can often be more affordable now and financially advantageous later.

A financial plan that includes a combination of term insurance and permanent insurance can often be the right strategy.

05/24/2021

Know the rules for roth 401(k) rollovers

Rolling a Roth 401(k) into a Roth IRA is usually the optimal thing to do. Here's how.