Metro Insurance & Financial Services

07/25/2026

Summer is often full of fun, but it can also bring extra expenses.

From vacations and weekend outings to family activities and home projects, seasonal spending can add up quickly. A little planning can go a long way in helping you enjoy the season while staying aligned with your financial goals.

If you’d like to review your budget or make sure your plan stays on track this summer, reach out to us today.

07/25/2026

What Could Trump Accounts Mean for Your Family?

In this episode of Metro Money Talks, Kelly breaks down Trump Accounts, how they work, and what they could mean for American families like yours.

💡 Pro Tip: American children born between January 1, 2025, and December 31, 2028, may receive a one-time $1,000 government contribution to their Trump Account (at no cost to their family). However, there is one important step parents must take to receive it.

Listen to the full episode to learn more!

https://open.spotify.com/episode/4Ccxu910qWsZV1LeLcUi44?si=s8cYn56jTRacRWLrngCl2w

Metro Money Talks · Episode

07/21/2026

Here’s how rising prices are affecting savings – and what retirees and pre-retirees can do to adapt.

https://money.usnews.com/money/retirement/articles/how-inflations-triple-whammy-is-hitting-retirement-plans

06/29/2026

Let's break a stereotype: Life Insurance is NOT just about dying.

Introducing permanent life insurance with ✨LIVING BENEFITS✨

🌳 Legacy Creation
Let your life insurance policy be the gift that keeps on giving. Create a legacy for your loved ones or even a charity!

💊 Qualifying Illness
Life insurance can become a financial superhero if you're diagnosed with a serious qualifying illness. No need to stress about bills - focus on YOU!

🏖️ Retirement Income
Yep, you read that right! Some life insurance policies can help you build a nest egg for your golden years.

🏠 Borrowing Power
Need a loan? Life insurance policies can provide loans from cash value to unlock your dream home or a business opportunity!

Share your thoughts, and tag a friend who needs to know this!

06/25/2026

If you are your children’s one and only, having life insurance is even more critical. It’s a financial safety net that can help alleviate some of the worries of the unknown.

06/16/2026

With life insurance, protecting the future of your loved ones is possible.

06/13/2026

Social Security can feel complicated, but it doesn’t have to be.

We are sharing two simple resources to help you understand your options:

✅ Common Social Security Questions Answered - a quick FAQ to help outline the basics
✅ Social Security and Your Retirement Journey – a helpful guide to make confident decisions

These tools are a great starting point if you’re planning or nearing retirement. Reach out to us if you’d like to go over them with one of our advisors.

https://cloud.marketing.northamericancompany.com/social_security_resources

Explore our Social Security resources. Use these resources to help guide your Social Security and retirement planning decisions.

06/04/2026

Worried about how market ups and downs could impact your retirement?

Watch this short video for a simple, easy-to-understand look at market volatility, why it matters, and how it can affect your savings, and how a fixed index annuity (FIA) may offer upside potential while protecting your initial premium when the market drops.

Reach out to me today to discuss whether an FIA could be the right solution for you.



https://sfgmembers.wistia.com/medias/x19qndorpo?wtime=0

05/30/2026

Curious what a Required Minimum Distribution (RMD) is, and why it matters for your retirement?

Watch this short video for a simple breakdown of when RMDs start, how they’re determined, and why the IRS requires you to take money out of accounts like a 401(k) or traditional IRA. You’ll also learn how planning ahead can help you avoid penalties and stay on track.

Want to make sure you're on track with your RMDs? Contact me today!



https://sfgmembers.wistia.com/medias/drei3x1fpx?wtime=0

05/28/2026

Have you thought about it this way before? You insure your other valuables—be sure to cover what allows you to pay for them.