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How To Make a Financial Plan for Your Future Needs

Whether you are aiming for a specific short- to mid-range financial goal or turning your eye toward your eventual retirement, it pays to start thinking about planning your financial future as early as possible.

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Securing Your Financial Future

Many people put off retirement planning until retirement itself moves more into focus. But to maximize the impact of your efforts to plan for a secure financial future, start as early as you can. Here’s where you should start.

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What are life insurance retirement plans?

Curious about when to use permanent life insurance or other retirement strategies as you plan for your future? I recently shared my insights on this topic for this Business Insider article.

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Some life insurance is marketed as ‘forced savings,’ but you still need a retirement account to save for the future

Can permanent life insurance replace a 401(k) or other retirement savings plan? I spoke with Ronda Lee at Business Insider to share my thoughts for this article that dives into this question.

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What is an attending physician statement for life insurance, and when do you need one?

When you’re shopping for life insurance, what should you do if you have pre-existing conditions or chronic illnesses? I answer this question in Ronda Lee’s latest article for Business Insider.

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Cracking the Cash Flow Podcast

I joined Josh Patrick on his podcast, Cracking the Cash Flow, to discuss the art of delegation, as well as other management topics.

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If you have cancer or are in remission, you typically have a 5-year waiting period for life insurance

How should you go about shopping for life insurance if you’ve had a former cancer diagnosis? I shared some insights with Ronda Lee of Business Insider in a recent article.

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Do you need to pay taxes on a life insurance payout? Usually not, but there are a few exceptions

Ronda Lee of Business Insider shared my insights in her article on the tax impact of a life insurance policy payout.

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Work Life in a Post Pandemic World

Teams are worn out, at all levels of organizations. Look for ways to get your employees excited about your company, especially if you’re starting to bring them back in person after over a year away from the office.

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The Frustrated CEO Podcast

I joined the hosts of The Frustrated CEO podcast to discuss leading during COVID, returning to the office, being guided by the voice of the customer, integrating core values and much more!

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